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Wednesday, October 7, 2026The Morning Brief →Sign in
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Cerulli Associates

In network coverage since September 28, 2026 · 16+ stories
Network coverage
The Close

Cerulli and Morningstar find just over 10% of wealth clients come from DC plans

About 60% of plan participants surveyed pay no advisor, and nearly 40% of advisors say they lack the time to prospect for wealth clients.
RIA · Oct 7BlackRock finds 45% of women with $10 million or more in investable assets are unadvised
advisers · Oct 6Cerulli and Morningstar find 10.2% of advisors' wealth clients come from DC plans
RIA · Oct 6Cerulli and Morningstar find DC plans supply 10.2% of the average advisor's wealth clients
The Close · Oct 6Fidelity's $100 million custody minimum draws Betterment, Axos and Schwab
advisers · Oct 6Cerulli and Morningstar find just over 10% of advisors' wealth clients come from DC plans
practice · Oct 6Cerulli and Morningstar: 63% of surveyed advisers see DC plans as a prospecting priority
advisers · Oct 6Cerulli and Morningstar find firms spending to turn DC plan participants into wealth clients
Moves · Oct 5Cerulli expects 8.6% of US advisors to change firms, putting $3.4 trillion in play
the_wrap · Oct 2Nuveen closes $13 billion Schroders deal; private-markets book leads the integration
move · Oct 1Fidelity gives sub-$100 million RIAs until June 2027 to grow or move custody
Moves · Oct 1Morgan Stanley advisor Dana Cornell, who oversaw $1 billion, joins Uniting Wealth Partners
practice · Sep 29CD Valet sells advisors $500-a-month access to its CD shoppers
The Close · Sep 29Merrill prices shelf access at up to $1.4 million as Raymond James embeds alternatives
Family Office · Sep 29Northwestern Mutual launches family office unit inside its advisor model
portfolio · Sep 28Raymond James and AssetMark widen private-market access as Gridline flags an infrastructure gap
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