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Press Releases
Featured Press Release | December 2024
Cerulli Anticipates $124 Trillion in Wealth Will Transfer Through 2048
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.
October 1, 2025 — Boston
80% of Affluent Investors Want Account Customization
These findings and more are from Cerulli's white paper: Customized at Scale: A Framework for Next-Generation Advisory, in partnership with Parametric Portfolio Partners LLC.
September 30, 2025 — Boston
Private Markets Retail Assets to Reach $3.7 Trillion Through 2029
These findings and more are from The Cerulli Report—U.S. Private Markets 2025: Incorporating Private Market Investments into Model Portfolios.
September 25, 2025 — Boston
Custom Asset Allocation Models Top of Mind for Model Providers
These findings and more are from The Cerulli Report—U.S. Asset Allocation Model Portfolios 2025: Assessing the Role of Alternatives in Model Portfolios.
September 24, 2025 — Boston
Four out of Five Gen X 401(k) Participants Lack Confidence in Maintaining Their Standard of Living in Retirement
These findings and more are from The Cerulli Edge—U.S. Retirement Edition, 3Q 2025 Issue.
September 17, 2025 — Boston
Debunking Four Myths Distorting Perceptions of Private Markets in Defined Contribution Plans
These findings and more are from Cerulli's white paper: Unlocking the Potential of Private Investments in Defined Contribution Plans, in partnership with DCALTA.
September 10, 2025 — Boston
Interval Fund Structure Sees Continued Growth
These findings and more are from The Cerulli Edge—The Americas Asset and Wealth Management Edition, August 2025 Issue.
September 4, 2025 — Boston
77% of Bank Advisors Plan to Incorporate AI into Their Practice
These findings and more are from The Cerulli Report—U.S. Private Banks & Trust Companies 2025: The Technology and AI Roadmap.