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.
401(k)s Show Net Outflows, Signaling Slowdown
New research from global research and consulting firm Cerulli Associates finds that from 2012 through 2017, total distributions or outflows leaving the 401(k) market expanded at a five-year compound annual growth rate (CAGR) of 8.4 percent.
3 Reasons ESG Investing Lags Behind Interest
Researchers with Cerulli Associates explore the disconnect between growing investor interest in ESG funds and a simultaneous lagging rate of adoption.
How Do Retirement Plan Participants Feel About HSA Benefits?
Call it a lotta interest with little education. Across discussions with 401k and defined contribution industry executives throughout…
Where Are We With 401(k) Collective Investment Trust Growth?
Collective Investment Trusts continue their comeback, with Cerulli Associates noting that recent growth in CIT assets can be…
Something Crazy’s About to Happen With That Generational Wealth Transfer
First it was $18 trillion, then $35 trillion, then $41 trillion—and now? Cerulli says cynical Gen X will…
The Next Area of ESG Investing Growth?
Environmental, social, and governance (ESG) investing is a growing force in the defined contribution space, and overwhelmingly relegated…
Hybrids Are Happening: What’s New with Wirehouse to RIA Advisor Exodus?
All or nothing; can’t be half-pregnant—the clichés don’t appear to hold for the RIA space, and the hybrid…
The Increasing Value of Digital Tools for DC Advisors
Forget a Robo vs. human, us/them, John Henry-like duel to the death. Client-facing digital tools will increasingly complement,…
How Big Are Managed Accounts in 401(k)s?
DC Managed Accounts show strong growth in retirement plans, offering holistic solutions and shaping the future of defined contribution.
How 401(k) Participants Wanna Save the World
ESG Investing is growing fast, with younger investors driving demand despite advisor concerns over performance and adoption rates.