This edition of Advisory Solutions Quarterly also looks at recent Cerulli research that examined investor criteria for selecting a financial advisor. Investors who do not currently work with an advisor, but are open to doing so in the future, express an initial preference for seeking advisors employed by a large national firm (32%) followed by those without a preconceived preference (28%) for provider type. However, respondents who expect to work with a local owner/operator (19%) combined with those interested in employees of local firms (16%) total 35%, exceeding interest in national firms. These results reinforce that there is no single preferred engagement model from a client perspective – with a growing interest in fiduciary advice, there is ample opportunity for advisors and providers across channels.