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.
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Defining Value in Managed Account and Financial Wellness Programs and Features
Advisors can use alternative investments to differentiate practices and attract, consolidate, and retain client assets.
Backed by some of the industry’s biggest PE players, M&A among RIA consolidators is strong.
What you need to know about the state of ESG investing globally.
Uncovering opportunities and best practices at banks and credit unions.
Explore the domicile selection process for U.S. private capital managers seeking expansion.
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.
Access this white paper to learn more about direct indexing, key players and assets under management, growth projections, and market adoption.