The Cerulli Edge

U.S. Asset and Wealth Management

Connect with U.S. Asset and Wealth Management Trends

  • Explore the rise of environmental, social, and governance (ESG) investing, how asset owners are adopting integration approaches, and the implications for managers
  • 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

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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 U.S. retail and institutional asset management marketplace. This publication provides in-depth analysis of marketing, product development and strategy, pricing, sales, distribution, market segmentation, and regulatory trends in the U.S. financial services industry.

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Latest Issues

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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
USE June 2023

June 2023 — The Assets in Motion Issue

Featuring:

  • Finding Succession Strategies for a Graying Industry
  • Rookies Advisors in Short Supply
USE May 2023

May 2023 — The Product Innovation Issue

Featuring:

  • Asset Managers Seek Vehicle Agnosticism through Broader Product Lineups
USE April 2023

April 2023 — The Retirement Income Issue

Featuring:

  • Asset Managers Find Opportunity for Retirement Income Solutions within Defined Contribution Market
USE March 2023

March 2023 — The Broker/Dealer Trends Issue

Featuring:

  • Strategies to Retain Assets
  • Advanced Data Applications Yield Insights Into How Advisors Run Their Practices

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U.S. Asset and Wealth Management Edition

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

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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.

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.

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