Browsing Tag
Cerulli Associates
141 posts
Mutual Funds Experience Resurgence in February
Mutual funds saw a rebound for the first time since 2021, reports new research from Cerulli Associates
How Asset Managers Can Get ‘Dabblers’ to Pursue More DC Business: Cerulli
Cerulli Edge report says asset managers should position themselves as strategic partners for broker/dealer-based advisors seeking to bridge their retirement plan and wealth businesses
Institutional Investors, Asset Managers, Shift to Net-Zero Targets
Twenty-five percent of asset owners say they're planning to create a formal net-zero commitment within the next 12 months, finds Cerulli
Passive Funds Exceed Active Among ETFs, Mutual Funds
Passively managed ETF funds outperformed actively managed funds by $100 billion, reports Cerulli
Fiduciary Rule May Curtail Wealth Managers Pursuing Retirement Planning
A Cerulli report questions whether the DOL's fiduciary rule could halt the number of wealth managers recommending IRA rollovers
The Rate of Financial Advisors is Slowly Falling
Over a third of the industry headcount is set to retire within the next 10 years, finds Cerulli
High-Net-Worth Clients Expect ‘Complex’ Services
High-net-worth clients are increasingly showing interest in investment service offerings, including internally managed hedge funds, finds Cerulli
Plan Sponsors Look for Personalized Solutions to Help Participants Reach Retirement Readiness
White paper offers fresh insights featuring perspectives from large 401(k) plan sponsors on the value of managed accounts and other personalized financial wellness offerings
6 in 10 Plan Sponsors Want to Retain Participant Assets Post-Retirement
Cerulli finds asset managers respond to demand with increased decumulation product development and distribution efforts
2 Secure 2.0 Provisions: Financial Relief for Young 401(k) Users
Cerulli report explains how emergency savings and student loan provisions in new legislation can boost financial wellness for Gen Z and Millennials