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Managed Assets in Retail Channel Returning to Parity With Institutional
Yahoo Finance· 2026-01-13 20:41
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. The retail channel for professionally managed assets in the U.S. returned to near parity with the institutional channel as of the most recent data, driven by client demand and strong equity markets, according to Boston-based consultancy Cerulli. In its full-year 2024 assessment for retail and institutional asset management, Cerulli found that retail client channels held $36.6 trillion in assets ...