$800 billion in client assets will transfer in 2010
Cerulli Associates released a study estimating that as brokers and advisers change firms, clients will transfer $800 billion in total assets this year. Dually registered advisers will be the biggest beneficiaries of the shift, said Cerulli senior analyst Scott Smith. He expects them to capture $60 billion in transferred assets.
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posted by Victor Lloyd Smith @ 11:22 AM
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