Browsing Tag
Cerulli Associates
145 posts
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
Outliving Assets Still Greatest Fear of Retirees and Near-Retirees
Latest Cerulli Edge report says Americans seeking certainty regarding their retirement savings amid longer life expectancies
Large 401(k) Plan Sponsors Step Up Efforts to Keep Participants In-Plan Post Retirement
New Cerulli research finds asset managers should concentrate their retirement income product distribution on the mega plan market
IRA Assets Approach $14 Trillion Thanks to 401(k) Rollovers
Cerulli Report attributes individual retirement account asset growth to rollovers from defined contribution plans
Providing Guidance to Investors Even More Crucial During Market Volatility
Cerulli research finds advisors need to “up their game” to better engage with clients seeking help during market turbulence
DCIO Asset Managers All-In on Retirement Income Product Development
'While retirees’ retirement income preferences vary considerably from one investor to the next, retirees tend to favor flexibility'
Managed Account Assets Reach Record High
The more mass market the offering becomes, the more operationally difficult personalization becomes