Strategic Consulting

Wealth Manager 

Understand the products, services, and fee models that will help you scale your business.

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Let Us Help You

Define new opportunities to forge deeper client relationships, gain greater efficiencies, and strengthen growth.

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Segment your Clients and Scale your Offerings

Match clients with the right products and service levels and identify profit potential.

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Create Retirement Income Solutions and Decumulation Strategies

Evaluate whether you have the right retirement income products, portfolio construction tools, and services for your investors.

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Identify Whether You Have What It Takes to Attract and Retain Advisors

Cerulli can benchmark your service offering, help you to understand emerging trends in technology adoption, and address gaps in your offerings.

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Identify the True Opportunity of Direct Indexing

Learn more about the latest in wealth tech and what these advancements could mean for your business.

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Thought Leadership

Explore Our Perspectives

We cover the most important themes impacting the wealth management industry.

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April 2021

Global Retail Investors and ESG

Explore retail investor demand for environmental, social, and governance (ESG) investing. This white paper provides detailed insight into the factors and forces influencing retail investor demand for ESG and takeaways for managers focused on ESG product development.

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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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August 2020

The Evolving Role of Behavioral Finance 2020

As market volatility escalated, advisors increasingly turned to behavioral finance to help keep clients invested and focused on their long-term goals.

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June 2020

Advice in Adversity

In this white paper, Cerulli explores how advice providers can best equip their advisor-clients to quell the worries of investors and ensure they adhere to their still-relevant long-term investment goals.

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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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Connect With Us

Learn more about how our consulting services can help you.

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