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Wednesday, October 21, 2026The Morning Brief →Sign in
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Brendan Powers

In network coverage since October 21, 2026 · 2 stories
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practice

Fee-only RIA asset share falls to 34% among $5bn-plus firms, Cerulli finds

Insurance-licensed firms doubled their share to 14%; hybrids stayed at 51% over five years.
The Close · Oct 21Cerulli: fee-only RIAs lose asset share despite client loyalty
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