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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) Providers Struggle with Retirement Income Products
Retirement income products within 401(k) plans just aren’t up to snuff, according to new research from Cerulli Associates.…
Packaged 401(k) Products Beat Their Advisor-Driven Counterparts
Ouch. What about those “Two-Plan Tonys” that sell a packaged 401(k) plan and are never heard from again? They’re…
Replace Target-Date Funds as 401(k) QDIA? Not So Fast
“Co-exist” is the bumper sticker research message from Cerulli Associates. The Boston-based global analytics firm suggests that managed…
401(k) Participants to Alpha: ‘I Can’t Quit You’
Despite the recent surge of assets into passive investments, many investors are reluctant to forfeit the pursuit of…
401(k) Impact Investing Market Bright: Cerulli
It’s tailored-made for millennials and their 401(k)s, but so far only a small percentage of asset managers have…
401(k) Rollovers Seriously Affected By Fiduciary Rule: WSJ
401(k) rollovers could slow to a trickle, one of the many consequences of the Department of Labor’s proposed…
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…