The Cerulli Edge

The Americas Asset and Wealth Management

Connect with Asset and Wealth Management Trends across the Americas

  • Understand product demand across retirement, institutional, and retail markets and shifting product development priorities
  • Assess fees and drivers of fee compression across channels
  • Drive strategic expansion efforts with quantitative insight into channel growth and projections
  • Evaluate technology trends, including adoption rates and application demand
  • Analyze and evaluate flows and assets under management (AUM) from Brazil, Mexico, and Chile by asset class
  • Explore the rise of environmental, social, and governance (ESG) investing, how asset owners are adopting integration approaches, and the implications for managers

$20,500

US Asset and Wealth Management hero

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Maeve Flanagan

Maeve Flanagan

Associate Director, Account Management

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Explore this Publication

Connect with the latest trends and developments in the retail and institutional asset management marketplace across the Americas. In addition to covering the most important monthly trends in the U.S., the subscription includes data and analysis on flows and AUM from Brazil, Mexico, and Chile.

Monthly

Latest Issues

Edge Images12

June 2024 — The ETF Issue

Featuring:

  • Retail Financial Advisors—and Their Model Portfolios—Propel ETF Assets
Edge Images7

May 2024 — The OCIO Issue

Featuring:

  • Draft GIPS Guidelines Seek to Provide Framework for OCIO Industry
USE April 2023

April 2024 — The Product Innovation Issue

Featuring:

  • Product Rationalization: Tough Decisions That Free Up Resources for Growth
  • Bringing Innovation to Latin America
USE March 2023

March 2024 — The Retail Investor Advice Issue

Featuring:

  • The Importance of Client-Centric Engagement
Edge Images55

February 2024 — The Retirement Distribution Strategy Issue

Featuring:

  • Wealth Management and Retirement Plan Distribution: Broker/Dealers Connecting the Dots
USMPT Jan

January 2024 — The Broker/Dealer Trends Issue

Featuring:

  • Reaching Broker/Dealers: Asset Managers Need to Find the Growth Stories
USE Dec 2022

December 2023 — The Private Banks & Bank Trust Companies Issue

Featuring:

  • Aiming for the Target Customer
USE Nov 2022

November 2023 — The Advisor Distribution Issue

Featuring:

  • As Industry Consolidation Intensifies, Asset Managers Need More Than Product
  • Strategic Partnerships Enhance the Effectiveness of Key Account Teams
Asset Oct

October 2023 — The Retirement Savers Issue

Featuring:

  • Leveraging Data to Help Retirement Savers Pursue Financial Goals
USE Sep 2022

September 2023 — The WealthTech Issue

Featuring:

  • To Deliver Financial Plans, Advisors Need the Right Software
  • Portfolio Accounting Software: Satisfaction Is High, but Innovation Remains Critical
USE Aug 2022

August 2023 — The Private Debt Issue

Featuring:

  • Private Debt—A Rapidly Growing, Dynamic, and Durable Asset Class
USE July 2023

July 2023 — The Active Management Issue

Featuring:

  • Active Fixed Income: The Next Frontier for ETF Product Developers

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The Americas Asset and Wealth Management Edition

The Cerulli Edge is the best way to stay up to speed on what’s happening across the asset and wealth management industries.

Buy Now

Maeve Flanagan

Maeve Flanagan

Associate Director, Account Management

Our Experts

Meet the Team

They bring sharp analytical skills, deep product knowledge, and expertise to present opportunities for growth. Set your strategy apart with our team of knowledgeable experts.

Asher Cheses

Asher Cheses

Director

Bio →

Asher Cheses

Asher Cheses

Director

Asher is a member of Cerulli’s Wealth Management practice, specializing in trends that impact high-end advisory firms and high-net-worth investors. In his role, Asher is responsible for leading various strategic consulting engagements within the wealth management practice, focusing on multi-family offices, RIAs, private banks, and trust companies.

Prior to joining Cerulli, Asher worked as an Investment Analyst at a Boston-based multi-family office, where he conducted fund due diligence and portfolio analysis for high-net-worth investors.

Full biography here.

Brendan Powers, CFA

Brendan Powers, CFA

Director

Bio →

Brendan Powers, CFA

Brendan Powers, CFA

Director

Brendan is a member of Cerulli’s Product Development practice, which focuses on trends related to asset managers’ product development and management functions. This broadly includes assessing the opportunity for product development, evaluating emerging product trends, and understanding distribution and product positioning for investment products across retail and institutional channels.

Prior to joining Cerulli, Brendan worked as a Senior Client Associate at Eaton Vance Management, focusing primarily on the firm’s exchange funds.

Full biography here.

Daniil Shapiro, CFA

Daniil Shapiro, CFA

Director

Bio →

Daniil Shapiro, CFA

Daniil Shapiro, CFA

Director

Daniil is part of Cerulli’s Product Development practice, where he works on the identification, analysis, and reporting of asset management industry trends with a focus on exchange-traded funds (ETFs) and alternative investments.

Prior to joining Cerulli Associates, Daniil was part of the Product Management and Business Intelligence teams with the MainStay Funds, part of New York Life Investment Management. At MainStay, Daniil supported sales efforts via fund and ETF competitive analysis, product research, and development of marketing materials, as well as performance reporting. Before New York Life, Daniil was part of the risk management practice at Accenture, and held risk and compliance roles at HSBC’s investment bank.

Full biography here.

Matt Apkarian, CFA

Matt Apkarian, CFA

Associate Director

Bio →

Matt Apkarian, CFA

Matt Apkarian, CFA

Associate Director

Matt is a member of Cerulli’s Product Development practice, which focuses on trends related to asset managers’ product development and management functions. This broadly includes assessing the opportunity for product development, evaluating emerging product trends, and understanding distribution and product positioning for investment products across retirement, retail, and institutional channels.

Prior to joining Cerulli, Matt held roles in several business units at Fidelity Investments, including Workplace Investing, Personal Investing, and Fund Operations. Most recently, he worked as an Investment Data Analyst for Strategic Advisers, LLC.

Full biography here.

Michael Rose, MST

Michael Rose, MST

Director

Bio →

Michael Rose, MST

Michael Rose, MST

Director

Michael is a director within Cerulli’s Wealth Management practice, where he researches key elements of the wealth management industry, with an emphasis on broker/dealers and wealth management technology. In this capacity, he regularly engages with constituents across the wealth management ecosystem, including retail investors, financial advisors, and executives within wealth management, asset management, and technology firms, in order to support Cerulli’s market research initiatives.

Prior to joining Cerulli, Michael spent eight years working as a financial advisor, providing comprehensive wealth management services to high-net-worth individuals and families. Prior to his role as a financial advisor, Michael served as a research analyst for IDC, where he was responsible for researching trends within the technology industry and advising senior business executives on product strategy.

Full biography here.

Scott Smith

Scott Smith

Director

Bio →

Scott Smith

Scott Smith

Director

With more than 20 years of financial services industry experience, Scott leads Cerulli’s research efforts focused on investor behavior and advisory relationships. In his time at Cerulli, he has authored more than two dozen in-depth reports on topics ranging from wholesale distribution to digital advice platforms. His research helps Cerulli’s clients understand how to optimize their platforms given the evolving demand for financial advice.

Scott started his career wearing a headset at Putnam Investments’ service center in 1996, before moving to more strategic roles at MFS Investment Management starting in 2000, and then to Cerulli in 2007. In addition, he currently serves as member of the CFP Board’s Digital Advice Working Group, and as a judge for the wealthmanagement.com Industry Awards.

Full biography here.

Shawn O'Brien, CFA

Shawn O'Brien, CFA

Director

Bio →

Shawn O'Brien, CFA

Shawn O'Brien, CFA

Director

Shawn oversees the Retirement practice at Cerulli Associates. In this role, Shawn oversees and mentors a team of analysts responsible for publishing research on the trends in defined contribution (DC) and IRA markets. Additionally, Shawn provides strategic oversight to Cerulli’s consulting projects focused on opportunities in the retirement space. Shawn frequently speaks at industry summits and conferences. Shawn is also responsible for overseeing the firm’s Data Analytics team.

Prior to joining Cerulli Associates, Shawn was a researcher at Harvard Business School where he co-authored case studies alongside professors Adi Sunderam and Luis M. Viceira focused on investment management for individual and institutional investors. Shawn started his career in investment operations at SSgA where he covered the firm’s equity collective investment trusts and institutional separate accounts.

Full biography here.

Thomas V. Ciampi

Thomas V. Ciampi

Founder and Director of Latin Asset Management

Bio →

Thomas V. Ciampi

Thomas V. Ciampi

Founder and Director of Latin Asset Management

Thomas V. Ciampi is the founder and director of Latin Asset Management, with whom Cerulli Associates has a strategic relationship for coverage of the Latin American asset management marketplace.

Full biography here.

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