Browsing Tag
Cerulli Associates
161 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.
Managed Account Assets Reach Record High
The more mass market the offering becomes, the more operationally difficult personalization becomes
Cerulli Sees Increased Recordkeeper, Advisor ‘Coopetition’
Recordkeepers will need to balance satisfying plan advisors and maintaining relationships with aggregators
Are Plan Provider Tech Investments Paying Off With Participants?
Providers are using tailored messaging via multiple channels to improve the participant experience
Why Wealth Management is Increasingly Attractive to 401(k) Advisors
The opportunity is 'ripe' for retirement plan providers
$10.4 Trillion Up for Grabs as Advisors Retire
Practices considering internal succession should embrace the concept of shared equity ownership
The Stark Numbers Behind Americans’ Lack of Retirement Planning Access
'Services like retirement planning and decumulation become easier to scale—regardless of minimums—with digital platforms'
Target-Date Fund Managers Turn to TIPS to Minimize Inflation’s Impact
Nearly all target-date managers (96%) indicate they allocate to TIPS within at least one of their target-date series
Top 3 Areas of RIA Service Expansion: Cerulli
'To preserve profitability levels as they add services, advisors can either adjust their fees upward or implement alternative pricing structures'
Multigenerational Wealth Transfer to Hit Eyepopping Number: Cerulli
Advice will be more important to clients as taxation becomes a more pressing worry
Managed Account Providers Well-Positioned for Decumulation Wave
They can help participants make prudent, informed decisions related to withdrawals, according to Cerulli