Browsing Tag
Cerulli Associates
164 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.
How to Increase ESG ‘Appetite’ Among Investors
There are several disconnects between the way financial advisors implement environmental, social, and governance (ESG) investing with their…
Spotlight: The Value of Managed Accounts in 401(k) Plans
Cerulli Associates recently took a look at managed accounts in the defined contribution (DC) space, and (little surprise)…
Broker-Dealers Continue to Consolidate. Here’s Why …
Consolidation among retail wealth management broker-dealers continues to increase, with the share of BD advisors who are affiliated…
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…