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Cerulli Associates
168 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) 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…
401(k) Sponsors Seriously Stressed About Getting Sued
More than half of 401(k) plan sponsors express concern over potential lawsuits, new research from Cerulli Associates finds, which is stifling innovation.
Digital Advice Cheaper, But Investors Still Value 401k Advisors
It goes to the heart of the fiduciary issue—is cheaper better? The question is now spilling over into…
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,…