Browsing Tag
Cerulli Associates
168 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.
ETF Launches Outpace Terminations in 2025
Fund providers introduced 953 ETFs in the past year, finds Cerulli
RIA Consolidation, Advisor Retirement Fuels M&A Activity
The M&A market is expected to hit $4 trillion over the next 10 years, as droves of advisors retire and firms look to advance scale
Most Pre-Retirees Go Without 401(k) Advice
Cerulli report finds 71% of pre-retirees have not pursued financial advice or planning help from 401(k) plan provider
Client Satisfaction Key for Growth Among Recordkeepers
Keeping clients happy is even more important now as greater number of plan sponsors conduct recordkeeper searches this year, reports Cerulli
Middle-Income Households Slowly Gain Traction with Advisors, Providers
Cerulli’s latest report explains why financial professionals should start serving these clients earlier in their careers
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