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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.
401(k) Plan Participants Lag in Access to Retirement Advice
401(k) advisors increasingly realize the value of offering comprehensive financial planning and advice to participants, and the opportunity…
Fixed Indexed Annuities: Record Sales in 2019, Again in 2020?
Fixed indexed annuity sales hit a record in 2019 and may set new highs in 2020, according to recent figures.
ESG Investing Momentum Building, Even If Formal Commitment Lags
The latest example of building momentum for greater investing in companies with strong environmental, social and governance (ESG)…
‘Formal Commitment’ to ESG Investing Stalls
People say they want more values-based investing options; what they do, especially with ESG issues, is far different.…
RIA ‘Wealth Transfer’ an Increasing Concern
Change is a’comin—we’ve heard it for years. The average age of financial advisors in the United States at…
Target Date Funds MUST Innovate to Continue QDIA Dominance: Study
Target-date fund products continue to dominate the Qualified Defined Investment Alternatives (QDIA) landscape; however, providers must innovate beyond…
Why 401(k) Target-Date Funds Are ‘Struggling’
The struggle is real. Target-date funds may be the go-to allocation for most 401(k) sponsors and participants, but…
When Will 401(k) CIT Growth Really Take Off?
Why aren’t CITs more popular? It’s a question confounding industry watchers, as many of the same benefits can…
4 Advisor Areas of ‘Exceptional Client Experience’
Thank you, Millennials, for this one—it’s all about the “experience,” and that includes how your clients interact with…
Ability to ‘Drive Action’ Critical to 401k Financial Wellness Success
Education is good, behavior better. 401k plan participants can have all the information they want, but if they…