Most of the opportunities lie with the biggest firms, which have the deepest pockets, but Cerulli sees mergers up and down the AUM spectrum.
Griffin Kelly is a Reporter at Advisor Upside and The Daily Upside. He focuses on wealth management and finance, covering topics such as investment strategies, retirement planning, and cryptocurrency, while also exploring themes related to personal finance and family relationships. Griffin's work has been featured in notable publications including The New York Post, The Motley Fool, and Crain’s New York Business.
















