Strategic Consulting

Financial Technology Firms

Size the market, analyze trends in technology adoption, and develop your strategic plan.

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Let Us Help You

Innovate toward the future of financial services with comprehensive market sizing and analysis of technology adoption among asset and wealth management firms.

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Size the Market

Understand advisor and investor marketshare continues to change in an era of increased fiduciary awareness, enhanced technology adoption, and the expectation of falling margins.

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Understand Advisor Tech Decision-Making and Adoption

Will wealth managers buy, build, or outsource technology? What are the factors driving decision-making and what does that mean for technology solutions?

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Identify the True Opportunity of Direct Indexing

Fractional shares and the disappearance of brokerage commissions have removed barriers to personalized portfolio solutions. What does the future hold for direct indexing?

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Thought Leadership

Explore Our Perspectives

We cover the most important themes impacting the wealth management and wealth technology industries.

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April 2021

Direct Indexing and the Unfulfilled Promise of Tax Efficient SMAs

For decades, the financial services industry has touted the customization of managed accounts, yet only partially delivered on that claim. Direct indexing may change that.

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May 2020

The State of U.S. Broker/Dealers within an Evolving Wealth Management Marketplace

Gain Cerulli’s perspective on the state of the broker/dealer (B/D) market

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April 2020

RIA Trends & Distribution Opportunities

As the industry adopts an increasingly fiduciary mindset, new opportunities and challenges exist for RIAs and asset managers.

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February 2019

Subtract, Add, Multiply – The Formula to Efficiency

Wealth management providers are experiencing an increased demand for comprehensive advice while their most productive advisors approach retirement. Overcoming these constraints will require the deployment and adoption of enhanced wealth management technology platforms.

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