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Advisors to Shift Toward ETFs and SMAs: Cerulli

Thursday, Mar 30 2023
Markets & Investments
Written by  PFA News

Advisors are moving away from mutual funds and toward lower-cost or more personalized products, according to a new report by financial industry data provider Cerulli Associates. So reports Financial Advisor.

cerulliExchange-traded funds are catching up on mutual funds and their revenue sharing payments, according to Cerulli, although mutual funds are still advisors’ most broadly utilized product.

Separately managed accounts should also gain in popularity as advisors target high-net-worth clients, according to Cerulli.

Read the full article from Financial Advisor. 

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