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Press Releases
Featured Press Release | December 2024
Cerulli Anticipates $124 Trillion in Wealth Will Transfer Through 2048
August 28, 2025 — Boston
Product Specialist Emerges as Key Differentiator for Asset Management Distribution
These findings and more are from The Cerulli Report—U.S. Intermediary Distribution 2025: Leveraging Specialists to Strengthen Relationships.
August 26, 2025 — Boston
Client Service Offerings Will Be Key Differentiator for HNW and UHNW Practices
These findings and more are from The Cerulli Edge—U.S. Advisor Edition, 3Q 2025 Issue.
August 19, 2025 — Boston
Endowments Reevaluate Investment Strategies Amidst Evolving Regulatory Landscape
These findings and more are from The Cerulli Edge—U.S. Institutional Edition, 3Q 2025 Issue.
July 30, 2025 — Boston
Tax Optimization Tools Become Focal Point for Managed Account Platform Sponsors
These findings and more are from The Cerulli Edge—U.S. Managed Accounts Edition, 2Q 2025 Issue.
July 24, 2025 — Boston
New Wealth Management Research Finds Transition Support Services Critical to Retaining Assets During Advisor Moves
These findings and more are from Cerulli's white paper: Advisors in Transition: Challenges and Best Practices, sponsored by 55ip.
July 22, 2025 — Boston
Private Equity Competition for RIAs on the Rise
These findings and more are from The Cerulli Edge—The Americas Asset and Wealth Management Edition, July 2025 Issue.
July 17, 2025 — Boston
Managed Account Assets Reach $13.7 Trillion
These findings and more are from The Cerulli Report—U.S. Managed Accounts 2025: Prioritizing Tax Optimization.
July 15, 2025 — Boston
Competitive Dynamics in Micro Market Set to Shift as 40% Increase in Plans Expected
These findings and more are from The Cerulli Edge—U.S. Retirement Edition, 2Q 2025 Issue.
June 30, 2025 — Boston
Generation X Represents the Most Immediate Opportunity for Wealth Managers
These findings and more are from The Cerulli Edge—The Americas Asset and Wealth Management Edition, June 2025 Issue.
June 25, 2025 — Boston
Liquid Alternative ETFs See Increased Flows
These findings and more are from The Cerulli Edge—U.S. Product Development Edition, 2Q 2025 Issue.
June 12, 2025 — Boston
401(k) Participants Want Advice and Are Relying on Recordkeepers to Provide It
These findings and more are from The Cerulli Report—U.S. Retirement End-Investor 2025: Implications of and Strategies to Address the Advice Gap.
May 28, 2025 — Boston
Affluent Investors Largely Favor Fee-Based Planning
These findings and more are from The Cerulli Edge—U.S. Retail Investor Edition, 2Q 2025 Issue.