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Cerulli Associates
161 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.
Why 401(k) Advisors Should Say Hi to HENRY
They might not have it now but soon will, and 401k providers (and advisors) should therefore tune in.…
Asset Management Fees’ Race to the Bottom Accelerates
Forget asset management, asset allocation advice might be the revenue generator moving forward. The ongoing fight for low(er)…
Shock (Not)! 401k Participants Need Help With ‘Decumulation’ Strategies
Recent research highlights participant perspectives on the topic of decumulation, and reveals that many need guidance with what…
An Important Point About 401k Investment Menu Construction
We know too many choices often result in a “paralysis of analysis” by consumers, frozen in place and…
Will More 401(k)s Finally Provide Guaranteed Lifetime Income?
Ask and you shall receive. Hopefully. Eventually. Research revealing what many 401(k) savers truly want—a guaranteed income income…
Truce: 401(k) Advisors Make Active/Passive Peace
It’s a thaw in relations not seen since the Soviets. More than 80 percent of financial advisors agree…
CITs Are Hot—Why Aren’t More 401k Advisors Intrigued?
Seen by many as cheaper alternatives to mutual funds in the retirement plan space, collective investment trusts grew…
What’s Going on with Managed Accounts in 401(k)s?
Despite solid growth, defined contribution (DC) managed account assets are being starkly under-utilized by retirement savers according to the latest research from Cerulli Associates.
When Risk Tolerance and the ‘Right’ 401(k) Allocations Collide
The argument has long been made that longer lifespans (and therefore retirements) require longer investments in equities in…
What Managed Accounts Offer That Target Dates Miss (Supposedly)
Managed accounts offer customized retirement savings, higher savings rates, and better diversification. Learn how they outperform TDFs.