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.
Market Volatility, Low Interest Rates Threaten Retirement Income: Cerulli
Heightened market volatility may increase demand for advice that emphasizes de-risking and an ongoing income stream that preserves…
Are PEPs ‘Instrumental’ in Closing the 401(k) Coverage Gap?
Public policy advocates and market practitioners believe Pooled Employer Plans (PEP) could be instrumental to helping close the…
Why the Future is Roth
Demographics, increasing prevalence in defined contribution plans, and potential tax changes fuel a bullish outlook for Roth accounts…
Recent Regulations Open Target-Date Funds to ‘Lesser Used’ Products
New research from Cerulli Associates takes a close look at lifetime income products and alternative investments in target-date…
Scale Takes Center Stage as RIAs Continue to Compete
It’s been said time and again—scale is key. However it’s achieved, through technology, acquisition, or something completely different,…
Too Many Choices Hinder Advisor Tech Adoption
Fewer choices, more adoption? Moderate levels of choice may encourage greater advisor fintech adoption, according to Cerulli Associates.…
Despite Reg Barriers, 401(k) DCIOs Pursue ESG Strategies
Perceived barriers to adoption created by recently proposed regulation aren’t stopping most defined contribution investment-only (DCIO) asset managers…
Massive Increase in HSAs From Recordkeepers, Cerulli Finds
More than 40% of defined contribution plan recordkeepers participated in the HSA market as of 2019, up from…
Most Influential Factor for Participants to Save for Retirement?
Not surprising, but refreshing to see it reinforced—employers play a critical role in motivating their employees to begin…
RIA Channel Growth ‘Soars,’ According to Cerulli
We assume they mean pre-coronavirus crisis, but Cerulli Associates find that the advisor movement into the registered investment…