Browsing Tag
Cerulli Associates
163 posts
Cerulli Associates is a Boston‑based independent research, consulting, and analytics firm founded in 1992. They specialize in global insights into asset and wealth management markets—offering proprietary data, strategic guidance, and custom research. Clients include asset managers, wealth firms, fintechs, and retirement plan providers. Cerulli publishes the Cerulli Report and The Cerulli Edge, surveys thousands of industry professionals, and provides consulting on M&A, distribution, client segmentation, pricing, and more.
Billion-Dollar RIAs Drive Expansion with AI
Seventy percent of RIAs in this category utilize the technology for tasks like notetaking and call documentation
Recordkeepers List PEPs, Personalization as Leading Priorities
Cerulli report finds 63% of recordkeepers expect the rise in PEPs to have a positive effect on business
Plan Sponsors Express Interest in Private Market Assets
Despite the interest, employers remain skeptical and concerned, finds Cerulli
Model Portfolios Crucial for Advisor Success
Demand for model portfolio services comes as more training programs reinforce the idea of outsourcing portfolio construction, finds Cerulli
Plan Sponsors Consider CITs for Private Market Exposure
Asset managers are being called on to add alternatives to DC plan infrastructure, says Cerulli
Younger Generations Counting on 401(k)s Over Social Security
Few Gen Z, Millennials expect financially troubled program to be their primary source of retirement income
Cerulli, DCALTA, Challenge Private Market in DC Plans Myths
The whitepaper challenges four common theories associated with alternative investments in retirement plans
Micro Plan Market to Account for 9 in 10 401(k)s by 2029: Cerulli
Competitive dynamics in micro market shifting with 40% increase in plans expected, new report finds
Market Volatility, Retirement Planning, Financial Fulfillment Among Top Client Concerns
As a result, advisors are prioritizing guidance and talking through client strategies, reports findings from Edward Jones and Cerulli Associates
Gen X Stands as Greatest Wealth Window for Advisors
Cerulli research highlights the Sandwich Generation as the largest growth area for advisory, investment, and retirement industries