Browsing Tag
Cerulli Associates
145 posts
The Future of Mutual Funds Amidst CIT Growth
Cerulli Associates examines the role of mutual funds as CITs gain more prominence in the retirement market
Just 1 in 4 401(k) Participants Expect to Maintain Standard of Living in Retirement
Cerulli research finds plan sponsor concern participants won’t take advantage of a financial wellness program
Underutilized 401(k) Managed Accounts Breed Much Higher Retirement Confidence for Users
New research from Cerulli validates an unmet demand for the type of help offered through DC managed account solutions
Participants, Plan Sponsors Hesitate on Alternative Investments
The latest brief by Cerulli shows that employers are slow to embrace alternative investments in their retirement plans
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