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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 Boutique 401(k) Firms are Blowing Up
The middle market is where it’s at, at least according to asset managers in the 401(k) space. Research…
Half of IRA Rollover Assets ‘At-Risk’ Post-DOL Fiduciary Rule
The DOL’s fiduciary rule will lead to fewer rollovers from 401(k)s. However, the influence of existing advisor relationships,…
RIAs or Wirehouses: Who’s Winning in Asset Growth?
We’re sure it’s all because of their 401(k) business. “While wirehouses still hold a substantial share of assets,…
A Boon for Collective Investment Trusts and 401(k)s?
They’re staid, boring and vanilla, and that’s just fine. New research from Boston-based global analytics firm Cerulli Associates…
401(k) Flows to R6 Retirement Share Classes Spike
Beneficial for participants of bane of their existence—however 401(k) advisors feel about the DOL’s fiduciary rule, it appears…
The ‘Other’ Important Factors in 401(k) Investing
Numbers might not lie, but they certainly don’t tell the whole story. While returns are obviously important, they’re…
Target Date Funds in 401(k)s Total How Much?
Explore how open architecture target-date funds address diversification, fiduciary concerns, and evolving DC plan sponsor priorities.
Where Will ETF Use Grow Fastest?
Little surprise—Exchange-Traded Fund (ETF) adoption continues to rise. While it might be a case of the fly on…
Demand for Alternative Investments Remains Strong
Yeah, but what about their place in 401(k) investment menus? First they were great, and then 2008 hit…
Is this it for the 401(k) Asset Management Space?
Asset management remains profitable, but managers must work hard to stay relevant as technology and the popularity of…