Cerulli Consulting
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.
Improve Performance
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.
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.
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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Let's start with the basics
Learn more about Cerulli’s strategic consulting and custom research offerings.
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Latest Insights
October 2023
The Benefits of Personalization in Defined Contribution Plans
Defining Value in Managed Account and Financial Wellness Programs and Features
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.
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.
May 2023
Global State of ESG: Forging Ahead Amidst Heightened Regulatory Scrutiny and Investor Skepticism
What you need to know about the state of ESG investing globally.
May 2023
Improving Recruitment and Retention Throughout Advisors’ Lifecycles
Uncovering opportunities and best practices at banks and credit unions.
February 2023
Fund Domicile Selection: Enabling Global Alternative Asset Growth
Explore the domicile selection process for U.S. private capital managers seeking expansion.
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.
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.