Financial Planning, Investment Outsourcing, and 2025 Trends to Watch
December 3, 2024
With 2025 on the horizon, what opportunities will be top of mind for advisors seeking to gain efficiency, scale, and attract more assets from a higher-wealth-tier client segment? Will investment management take a back seat to financial planning and what will this mean for the adoption of asset allocation model portfolios?
Join Cerulli’s Matt Apkarian, CFA, and Andrew Blake for their views on this topic and their forward-looking projections for what’s ahead for investment portfolio construction, practice management, and delivering growth.
This 45-minute discussion will deliver:
• Cerulli’s projections for asset allocation model portfolio adoption among advisors and Cerulli’s views on platform placement
• Financial planning and the opportunity set for comprehensive wealth management
• Considerations for asset managers and other third-party providers as advisors look for gains in scale and efficiency
Presented by:
Matt Apkarian, CFA
Associate Director
Bio →
Matt Apkarian, CFA
Associate Director
Matt is a member of Cerulli’s Product Development practice, which focuses on trends related to asset managers’ product development and management functions. This broadly includes assessing the opportunity for product development, evaluating emerging product trends, and understanding distribution and product positioning for investment products across retirement, retail, and institutional channels.
Prior to joining Cerulli, Matt held roles in
several business units at Fidelity Investments, including Workplace Investing,
Personal Investing, and Fund Operations. Most recently, he worked as an
Investment Data Analyst for Strategic Advisers, LLC.
Full biography here.
Andrew Blake
Associate Director
Bio →
Andrew Blake
Associate Director
Andrew is a member of Cerulli’s Wealth Management practice, leading coverage of asset manager distribution strategy for products sold through financial advisors. With a focus on the wealth management landscape, Andrew assesses trends related to advisor use of investment products as well as their relationships with clients and varying practice types.
Prior to joining Cerulli Associates, Andrew worked at John Hancock Investment Management and a Boston-area RIA. He has spent over a decade working with financial advisors and researching distribution best practices.
Full biography here.
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