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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.
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…
The 401(k) Mutual Fund Alternative That’s Coming on Strong
Collective investment trusts might be he scrawny younger sibling to brawny older mutual funds, but they’re coming on…
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.”…
Retirement Specialists Cashing in on $1.3 Trillion Advisor-Sold 401(k) Market
Advisors, wake up! The defined contribution industry lacks a universal understanding of what a retirement plan advisor is.…
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…