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
$20,500
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Ryan Hanratty
Account Manager
- Boston HQ +1 617.437.0084
- Singapore +65 6994 1022
- London +44 20 7645 9040
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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.
Monthly
Latest Issues
February 2023 — The Annuities Issue
Featuring:
- Investors Want Principal Protection and Predictable Income
January 2023 — The Strategizing for Growth Issue
Featuring:
- Using Data to Maximize Contacts with Decision-Makers
- Private Bank M&A: Finding the Right Strategic Combination
December 2022 — DC Plan Market Overview Issue
Featuring:
- Growth Opportunities for Asset Managers in the Defined Contribution Investment-Only Market
- Push for Lower Fees and Industry Consolidation Provide Headwinds for Collective Investment Trusts
November 2022 — The Navigating Volatility Issue
Featuring:
- Investment Consultants: Consolidation, Market Turmoil Create New Opportunities
- Retail Client Demand for Financial Planning Services on the Rise
October 2022 — The Alternatives Issue
Featuring:
- Secondaries – A Rapidly Growing and Evolving Asset Class
- Retail Investors Take Center Stage for Intermittent Liquidity Structures
September 2022 — The Retirement Plan Participant Issue
Featuring:
- Transitioning Retirement Savers to Wealth Management Clients
- Addressing Financial Planning Needs for Retirement Investors
- Participant Data—for Communications That Resonate
August 2022 — FinTech Issue
Featuring:
- Identifying the Most Fruitful Opportunities for WealthTech Vendors
- The Future Is Now for Direct Indexing
- Taking the “Turnkey” out of TAMPs
July 2022 — Fees Issue
Featuring:
- Combatting Fee Pressure with Enhanced Service Offerings
- Service Differentiation in the Retail Advice Market
- Expanding Services for Institutional Clients
June 2022 — Product Development Issue
Featuring:
- Breaking Down Asset Class Use in the Retail Market
- ETF Product Development: Evolving from a Passive Experience
May 2022 — Demographics Issue
Featuring:
- Shifting Client, Advisor Dynamics in the Retail Market
- Using End-Investor Data for Product Development
- Advisor Retirement: A Tough Decision
April 2022 — Retirement Income Issue
Featuring:
- Solving the Retirement Income Puzzle in the Face of Financial Realities
- Overcoming Objections: Annuity Insurers Are Building Next-Generation Income Solutions
- Understanding the Financial Realities of Plan Participants’ Lives
March 2022 — Intermediary Issue
Featuring:
- Intermediaries Evolve Their Approaches Toward Both Retail Investors and Institutions
- Shift to Financial Planning Underway, But Diversity in the Ranks Remains Elusive
- Ultra High Net Worth, Family Offices Power OCIO Growth
February 2022 — Private Banks Issue
Featuring:
- Leveraging Technology to Shape a More Effective Advisorforce
- Asset Managers Need to Remain Vehicle Agnostic When Approaching Private Banks’ Home Offices
January 2022 — Connecting with Clients Issue
Featuring:
- Inside the Portfolios and Psyches of the Investor
- Retirees Require a Personalized Approach
- Advising with an Eye on Emotional Bias
December 2021 — Innovation Issue
Featuring:
- Reaching Investors Through Cryptocurrency and the Direct Channel
- Growth Opportunities for Direct Investments
November 2021 — Distribution Issue
Featuring:
- Pivoting from Meet and Greet to More Strategic Approaches
- Harnessing Data to Meet Distribution Challenges
- Arming Key Accounts with the Tools for Strategic Relationships
October 2021 — Market Disruption Issue
Featuring:
- Market Disruption Creates Opportunities for Corporate Founders, Venture Investors, and Model Providers
- The New World of Venture Capital: Disrupted, Increasingly Crowded, But Resilient
- Model Providers: Low Fees and “Cooperatition” Are Key
September 2021 — Institutional Issue
Featuring:
- Nonprofits Ripe for Intermediary Business Expansion
- Rates, Credit, and Liquidity Concern Insurers
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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.
Buy Now
Ryan Hanratty
Account Manager
- Boston HQ +1 617.437.0084
- Singapore +65 6994 1022
- London +44 20 7645 9040
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
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.
Drew Beiger
Associate Analyst
Bio →
Drew Beiger
Associate Analyst
Drew is a member of Cerulli’s Product Development practice, which focuses on trends related to asset managers’ product development and management functions. As an associate analyst, he supports senior analysts while working alongside members of the Product Development team conducting quantitative analysis and assisting with written commentary for Cerulli reports.
Prior to joining Cerulli, Drew interned with Jennison Associates, where he worked on the Product Development team producing competitive and portfolio analysis reports.
Full biography here.
Donya Zargham
Associate Analyst
Bio →
Donya Zargham
Associate Analyst
Donya is a member of Cerulli’s Product Development team, which specializes in trends in product development of asset managers. As an associate analyst, she supports senior analysts while working with other members of the team in order to conduct quantitative analysis as well as assist in report writing.
Prior to joining Cerulli, Donya worked as an intern in the accounting department at Strene, Kessler, Goldstein & Fox, as well as conducted materials science research as an undergraduate researcher at UVA.
Full biography here.
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