PODCAST

What Advisors Need to Succeed in a Competitive Market

June 11, 2024

Andrew Blake, Associate Director at Cerulli Associates, joins Morningstar's "The Long View" podcast and reflects on the rapid growth of the independent RIA channel, an impending wave of advisor retirements, and the dramatic uptake of ETFs in client portfolios.

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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, Andrew worked at John Hancock Investment Management and a Boston-area RIA. He has a BBA in marketing as well as management and strategic leadership from Ohio University.

Related Resources

  • Annual report
  • The Cerulli Edge

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