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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Friday, October 9, 2026The Morning Brief →Sign in
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Chris Bailey

Cerulli · Reported Oct 9
In network coverage since October 6, 2026 · 6 stories
Network coverage
income

Cerulli: 46% of pre-retirees want anytime withdrawals, 39% guaranteed income

Consultants told Cerulli plans may need two or three retirement income options to meet varied preferences.
practice · Oct 9Nearly 40% of retirement investors want a detailed income plan, Cerulli finds
The Close · Oct 7Cerulli and Morningstar find just over 10% of wealth clients come from DC plans
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
advisers · Oct 6Cerulli and Morningstar find just over 10% of advisors' wealth clients come from DC plans
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