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Rating:Cerulli Report: Professional Gatekeepers Abound Not Rated 3.0 Email Routing List Email & Route  Print Print
Wednesday, August 15, 2007

Cerulli Report: Professional Gatekeepers Abound

News summary by MFWire's editors

The latest report from Cerulli Associates outlines the changing distribution landscape for asset management products and what companies are doing to cope with the changes.

The first section finds that the RIA channel has experienced significant growth recently as retail investors search for unbiased advice. Cerulli finds that when choosing products, RIAs rank low-fees and insurance company ratings as their top criteria.

Section two discusses the move toward independent and unbiased advice from advisors. This has brought about the advent of the professional gatekeeper. Cerulli contends that " asset managers must be prepared to address the professional buyer gatekeeping these platforms in order to gain access."

The third section proposes that taking the time to build deeper relationships with advisors will pay off for product providers in the end. Cerulli analysts contend that with so many products in the marketplace, a personal relationship is important. 

Edited by: Erin Kello

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