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Press Releases
Featured Press Release | December 2024
Cerulli Anticipates $124 Trillion in Wealth Will Transfer Through 2048
November 19, 2025 — Boston
Defined Outcome ETF™ Industry Could Quadruple in Assets by 2030
These findings and more are from Cerulli's white paper: The Future of Outcome-Based Investing: How Defined Outcome ETFs™ Are Poised for Rapid Growth, released in partnership with Innovator Capital Management, LLC (Innovator).
November 18, 2025 — Boston
CITs Open Door for Inclusion of Private Markets in DC Plans
These findings and more are from The Cerulli Edge—U.S. Institutional Edition, 4Q 2025 Issue.
November 17, 2025 — Boston
While Advisors Expand Service Offerings, Retail Investors Stick to a Few
These findings and more are from The Cerulli Edge—U.S. Retail Investor Edition, 4Q 2025 Issue.
November 13, 2025 — Boston
Evolving Advisor Product Allocations Highlight Need for Education
These findings and more are from The Cerulli Edge—U.S. Advisor Edition, 4Q 2025 Issue.
November 6, 2025 — Boston
RIAs Shift Focus Toward Organic Growth
These findings and more are from The Cerulli Report—U.S. RIA Marketplace 2025: Solving for Scale.
October 30, 2025 — Boston
ETF Issuers Ramp Up Active Product Development
These findings and more are from The Cerulli Report—U.S. Exchange-Traded Fund Markets 2025: Active Product Development Meets Demand.
October 16, 2025 — Boston
Gen Z and Millennials Expect to Lean on 401(k)s Over Social Security in Retirement
These findings and more are from The Cerulli Edge—The Americas Asset and Wealth Management Edition, September 2025 Issue.
October 15, 2025 — Boston
ETF Assets Surpass $11 Trillion, Hovering at Record High
These findings and more are from The Cerulli Edge—U.S. Product Development Edition, 3Q 2025 Issue.
October 9, 2025 — Boston
Asset Managers Eye Growth Opportunity in the Mid-Market Retirement Plan Segment
October 7, 2025 — Boston
Asset Managers Face Higher-than-Expected SMA Redemption Rates
These findings and more are from The Cerulli Edge—U.S. Managed Accounts Edition, 3Q 2025 Issue.
October 2, 2025 — Boston
Independent Broker/Dealers Lead Channel Growth
These findings and more are from The Cerulli Report—U.S. Broker/Dealer Marketplace 2025: The Challenging Pursuit of Organic Growth.