Strategic Consulting

Wealth ManagerĀ 

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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Optimize Technology to Support Your Client Segmentation Strategy

Whether it's an organic or inorganic growth 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.

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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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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.

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June 2022

Taking Control: Exploring Independence

Explore why advisor independence on the rise and the factors that will continue to influence growth

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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.

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Connect With Us

Learn more about how our consulting services can help you.

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