Strategic Consulting
Wealth Manager
Understand the products, services, and fee models that will help you scale your business.
Let Us Help You
Define new opportunities to forge deeper client relationships, gain greater efficiencies, and strengthen growth.
Segment your Clients and Scale your Offerings
Match clients with the right products and service levels and identify profit potential.
Optimize Technology to Support Your Client Segmentation Strategy
Cerulli can help you prepare for the future with a complete picture of where wealth is today, where it will be tomorrow, and the service models needed as wealth changes hands.
Create Retirement Income Solutions and Decumulation Strategies
Evaluate whether you have the right retirement income products, portfolio construction tools, and services for your investors.
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.
Identify the True Opportunity of Direct Indexing
Learn more about the latest in wealth tech and what these advancements could mean for your business.
Thought Leadership
Explore Our Perspectives
We cover the most important themes impacting the wealth management industry.
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.
June 2022
Taking Control: Exploring Independence
Explore why advisor independence is on the rise and the factors that will continue to influence growth
September 2021
Best Practices for Advisors When Working with Women Investors
Access this white paper to gain actionable insights from successful financial advisors into how practices can work effectively with women investors across three key areas of the client experience.
Connect With Us
Learn more about how our consulting services can help you.