Browsing Tag
Cerulli Associates
163 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.
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
ETFs, Managed Accounts Grew Rapidly in 2023
ETFs hit their highest number in net inflows since December 2021, finds a new study by 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