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
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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
October 2024 — The Incentivizing Self-Directed Investors Issue
Featuring:
- Incentivizing Self-Directed Investors to Transition to Advised Clients
September 2024 — The Business Opportunities in Pensions Issue
Featuring:
- Brazil’s High Local Yields Keeping Investors, Pensions from Global Markets
- Pension Risk Transfer Activity Soars
August 2024 — The WealthTech Issue
Featuring:
- Wealth Management Technology: Driving Organic Growth and Deepening Client Relationships
July 2024 — The Pension and Retirement Plan Issue
Featuring:
- Pensions at Forefront of Latin America’s Alternatives Boom
- Three Reasons Mutual Funds Will Maintain Their Place in the U.S. Retirement Landscape
June 2024 — The ETF Issue
Featuring:
- Retail Financial Advisors—and Their Model Portfolios—Propel ETF Assets
May 2024 — The OCIO Issue
Featuring:
- Draft GIPS Guidelines Seek to Provide Framework for OCIO Industry
April 2024 — The Product Innovation Issue
Featuring:
- Product Rationalization: Tough Decisions That Free Up Resources for Growth
- Bringing Innovation to Latin America
March 2024 — The Retail Investor Advice Issue
Featuring:
- The Importance of Client-Centric Engagement
February 2024 — The Retirement Distribution Strategy Issue
Featuring:
- Wealth Management and Retirement Plan Distribution: Broker/Dealers Connecting the Dots
January 2024 — The Broker/Dealer Trends Issue
Featuring:
- Reaching Broker/Dealers: Asset Managers Need to Find the Growth Stories
December 2023 — The Private Banks & Bank Trust Companies Issue
Featuring:
- Aiming for the Target Customer
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
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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.
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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
Director
Bio →
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
Director
Bio →
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
Director
Bio →
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
Associate Director
Bio →
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
Director
Bio →
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
Director
Bio →
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
Director
Bio →
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
Founder and Director of Latin Asset Management
Bio →
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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