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Press Releases
Featured Press Release | December 2024
Cerulli Anticipates $124 Trillion in Wealth Will Transfer Through 2048
April 29, 2025 — Boston
Fee Compression and Rising Service Demands Cause Advisors to Adjust Pricing Structure
These findings and more are from The Cerulli Edge—U.S. Advisor Edition, 2Q 2025 Issue.
April 16, 2025 — Boston
U.S. Household Total Financial Wealth Exceeds $90 Trillion
These findings and more are from The Cerulli Report—U.S. Retail Investor Solutions 2025: Refining Wealth Management Engagement.
April 15, 2025 — Boston
In the U.S. Market, Conversions of SMAs to ETFs Are Growing
These findings and more are from The Cerulli Edge—The Americas Asset and Wealth Management Edition, April 2025 Issue.
April 10, 2025 — Boston
Direct Indexing Assets Close Year-End 2024 at $864.3 Billion
These findings and more are from The Cerulli Edge—U.S. Managed Accounts Edition, 1Q 2025 Issue.
April 1, 2025 — Boston
Innovation to Financial Planning Software Will Provide Tailwind to Advisor Adoption
These findings and more are from The Cerulli Report—State of U.S. Wealth Management Technology 2025: Technology as an Enabler of Service Delivery.
March 26, 2025 — Boston
For Advisors, Fiduciary Duty Pays Off with Affluent Investor Satisfaction
These findings and more are from The Cerulli Report—U.S. Retail Investor Solutions 2025: Refining Wealth Management Engagement.
March 20, 2025 — Boston
Asset Managers Reevaluate Guaranteed Income Components in Defined Contribution Plans
These findings and more are from The Cerulli Edge—U.S. Retirement Edition, 1Q 2025 Issue.
March 18, 2025 — Boston
More Than 72% of Financial Advisors Are Compensated by Fee-Based Models
These findings and more are from The Cerulli Edge—The Americas Asset and Wealth Management Edition, March 2025 Issue.
March 12, 2025 — Boston
The U.S. ETF Industry Is ‘All In’ on Dual-Share-Class Structure
These findings and more are from The Cerulli Edge—U.S. Product Development Edition, 1Q 2025 Issue.
March 6, 2025 — Boston
Index-Based Products Cross $16 Trillion in Assets as of Year-End 2024, Outpacing Actively Managed Growth Rates
These findings and more are from Cerulli's white paper: Redefining the Role of Index Providers, sponsored by S&P Dow Jones Indices.
March 4, 2025 — Boston
Bank Deposit Customers Ripe for Transition to Advice
These findings and more are from The Cerulli Edge—U.S. Retail Investor Edition, 1Q 2025 Issue.
February 25, 2025 — Boston
Managed Account Sponsors Prioritize Unified Managed Household
These findings and more are from The Cerulli Edge—The Americas Asset and Wealth Management Edition, February 2025 Issue.