Cerulli Associates is a global research and consulting firm offering guidance to financial institutions for strategic positioning and new business development. For 30 years, Cerulli has been the most trusted resource for strategic consulting and custom research, providing clear, actionable outcomes.
Understand how global demographic shifts are changing investment product use and identify the right markets and client segments to achieve results.
Innovate Your Business Model
Benchmark your products, pricing, and delivery mechanisms against competitors and client segments to ensure your ideal operating model.
Identify Opportunities for Expansion
Identify and address the geographic regions and client channels that offer the most fertile ground for your firm’s capabilities.
Understand where to allocate resources to achieve your objectives. We can help you determine which initiatives are likely to be successful and those that may not achieve the desired effect. In an increasingly competitive market, our objectivity and experience can help you to advance your firm’s unique strengths.
Created specifically for your business needs, Cerulli’s custom research provides distinct market insights into your particular innovation and enables unique brand awareness, personal access to hard-to-reach industry leaders, and more accurate decision-making.
Let's start with the basics
Learn more about Cerulli’s strategic consulting and custom research offerings.
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Demand for customization and differentiation from financial advisors and wealth management firms will lead to a surge in assets for direct indexing, with assets expected to grow at a five-year compound annual growth rate (CAGR) of 12.3% and close 2026 with $825 billion in total assets.
Advisors remain calm despite equity and fixed-income market drawdowns, while a range of alternative investments hits their stride.
Cryptocurrency Is Too Impactful to Ignore
Access this white paper to gain actionable insights from successful financial advisors into how practices can work effectively with women investors across three key areas of the client experience.