Cerulli: Wealth Grew Fastest for HNW Households, Putting Pressure on Advisors to Adapt to Retain Clients

Published on April 16, 2025

In 2024, high-net-worth households captured a disproportionate share of the $90 trillion in U.S. wealth, meaning more demand for holistic advisor services and a risk/reward decision in serving younger, less wealthy clients.

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G17: G.17 Data for March 2025 are now available

April 16, 2025
Industrial production and capacity utilization data for March 2025 are now available.Industrial production (IP) decreased 0.3 percent in March but increased at an annual rate of 5.5 percent in the first quarter. The March decline was led by a 5.8 percent drop in the index for utilities, as temperatures were warmer than is typical for the month. In contrast, the indexes for manufacturing and mining

12 Trends Shaping the Future of 401(k)s

April 16, 2025
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