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Press Releases
Featured Press Release | December 2024
Cerulli Anticipates $124 Trillion in Wealth Will Transfer Through 2048
January 15, 2026 — Boston
Asset Managers Intensify Product Development Efforts
These findings and more are from The Cerulli Report—U.S. Product Development 2025: Building Across Competing Priorities.
January 13, 2026 — Boston
Retail Channel Marketshare Gains Ground, Nearing Parity with Institutional
These findings and more are from The Cerulli Report—The State of U.S. Retail and Institutional Asset Management 2025: The Outlook for Third-Party Distribution.
January 8, 2026 — Boston
Retirement Plan Sponsors Signal Interest in Private Markets
These findings and more are from The Cerulli Edge—U.S. Retirement Edition, 4Q 2025 Issue.
December 11, 2025 — Boston
Team-Based Advisor Practices Outperform Solo Practices in Growth and Service Offerings
These findings and more are from The Cerulli Report—U.S. Advisor Metrics 2025: Collaborating for Sustainable Organic Growth.
December 10, 2025 — Boston
Hedge Funds Evolve to Address Investor Demands
These findings and more are from The Cerulli Edge—The Americas Asset and Wealth Management Edition, December 2025 Issue.
December 9, 2025 — Boston
Wealth Managers Expand Service Offerings to Meet UHNW Demand
These findings and more are from The Cerulli Report—U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2025: Serving the Ultra-Wealthy.
December 4, 2025 — Boston
Asset Managers Adjust Distribution Tactics Amidst Shifting Institutional Landscape
December 3, 2025 — Boston
Illiquidity Concerns Drive Institutions to Secondary Market
These findings and more are from The Cerulli Report—North American Institutional Markets 2025: Managing Liquidity and Private Investment Exposures.
December 3, 2025 — Boston
The Boston Globe Names Cerulli Associates a Top Place to Work in 2025
To find out more, view The Boston Globe's article.
November 24, 2025 — Boston
Advisors Leverage Model Portfolios to Move Upmarket
These findings and more are from The Cerulli Edge—The Americas Asset and Wealth Management Edition, November 2025 Issue.
November 20, 2025 — Boston
Nearly $1.3 Trillion Expected to Flow into OCIO Industry Through 2029
These findings and more are from The Cerulli Report—U.S. Outsourced Chief Investment Officer Function 2025: Growth Drivers Shaping the Future of the Industry.
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).