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Cerulli Associates
140 posts
How the 401(k) Fiduciary Rule Will Spur Innovation
Here’s another item for “pro” column. The upcoming (and unavoidable) proposed 401(k) fiduciary rule from the Department of…
ETFs Snap Two-Year Winning Streak
Exchange traded funds snapped a streak of 23 straight months of positive flows dating back to January 2014,…
The Future of ETFs in 401(k)s
Has it all been a lie? We’re told time and again that mutual funds and ETFs are not…
Why Robo Advice Won’t Kill Your Business
Cooler heads have prevailed. Far from a Terminator-like, post-apocalyptic wasteland many predicted for the 401(k) advice industry as…
A New Twist in the 401(k) Fiduciary Fight?
And so it begins. The effects of the Department of Labor’s Interpretive Bulletin 2015-01, released on Oct. 26,…
401(k) Advisors: What are ‘Sub-Aggregators’ and Why do they Matter?
It’s a lot to unpack. The latest research from global analytics firm Cerulli Associates finds that advisors are…
401(k) Fiduciary Fear: How It’s Causing Product Selection Blunders
Fear drives behavior—who’d have thunk? New research from Boston-based global analytics firm Cerulli Associates finds that fiduciary fears…
Should 401(k) Participants Worry About Spike in Global Volatility?
Call it the calm before the storm. Cerulli recently analyzed volatility’s “internal divergence effect on emerging market funds.”…
Rollovers Will Cause IRA Assets to hit $12 trillion by 2020: Cerulli
Need more proof the IRA rollover wave is officially underway? Consider that total IRA assets will hit $11.7…
Shock: 401(k) Withdrawals Exceed New Contributions For First Time
Big news, and blame baby boomers. The Wall Street Journal had BrightScope analyze government data, and the findings…