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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.
Major ‘Misalignment’ Found in Use of Strategic Beta
Providers are positioning strategic beta as an alternative to passive strategies, advisors are actually using it as an alternative to active management.
The Fiduciary Rule’s Effect on Fund Management Outsourcing
Another effect of the fiduciary rule? A rhetorical question if there ever was one. New research from global research…
401(k) Participants Want Investment Protection Over Growth
But will it get them to the needed amount of retirement income? New research from Boston-based research and…
Why June 401(k) Fiduciary Date Doesn’t Matter
Fi360 president Matt Wolniewicz likes what he sees with product provider prep for the fiduciary rule’s expected implementation.…
2 Top 401(k) Trends to Watch in 2017
Boston's Cerulli Associates advises asset managers to closely monitor product development in 401k QDIA market.
401(k) Fees (Slowly) Resonating With Public
Industry attention is all over 401(k) fees — and fiduciary — but what about the general public? Despite recent…
Will Mutual Funds Rebound in a Low-Fee 401(k) Regulatory Environment?
It’s over for mutual funds—finished, done. Well, not quite, but nearly half of advisors surveyed plan to increase…
How Many Financial Advisors Are Female?
Female financial advisors remain underrepresented, but new research shows they are vital to solving the industry's succession challenges.
Plan Participants Really Want Advice, But …
Like clockwork, do-it-yourselfers panic in down-markets and look to you to fix it. And now a new report from…
Female 401(k) Advisors Wanted (And Badly Needed)
What’s it gonna take? By now the stats are depressingly familiar — 401(k) advisors are overwhelmingly male and well…