Cerulli Consulting

Cerulli Associates is an international research and consulting firm offering guidance to financial institutions for strategic positioning and new business development. For over 30 years, Cerulli has been the most trusted resource for strategic consulting and custom research, providing clear, actionable outcomes.

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Improve Performance

Understand how demographic shifts are changing investment product use and identify the right markets and client segments to achieve results.

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Innovate Your Business Model

Benchmark your products, pricing, and delivery mechanisms against competitors and client segments to ensure your ideal operating model.

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Identify Opportunities for Expansion

Identify and address the geographic regions and client channels that offer the most fertile ground for your firm’s capabilities.

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Strategic Consulting

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.

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Custom Research

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.

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Learn more about Cerulli’s strategic consulting and custom research offerings.

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Latest Insights

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October 2023

The Benefits of Personalization in Defined Contribution Plans

Defining Value in Managed Account and Financial Wellness Programs and Features

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October 2023

Managed Accounts and the Battle Over Discretion

Who should own portfolio oversight?

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September 2023

Adapting to Growing Private Markets: A Playbook for Practice Success

Advisors can use alternative investments to differentiate practices and attract, consolidate, and retain client assets.

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June 2023

Private Equity Carves Out Its Place in the RIA Space

Backed by some of the industry’s biggest PE players, M&A among RIA consolidators is strong.

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May 2023

Improving Recruitment and Retention Throughout Advisors’ Lifecycles

Uncovering opportunities and best practices at banks and credit unions.

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February 2023

Fund Domicile Selection: Enabling Global Alternative Asset Growth

Explore the domicile selection process for U.S. private capital managers seeking expansion.

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December 2022

The Case for Direct Indexing: Differentiation in a Competitive Marketplace

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.

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August 2021

Improving Client Experience: Customizing with Direct Indexing

Access this white paper to learn more about direct indexing, key players and assets under management, growth projections, and market adoption.

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