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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Ryan Hanratty

Ryan Hanratty

Account Manager

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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

US Institutional Q1 2021

February 2023 — The Annuities Issue

Featuring:

  • Investors Want Principal Protection and Predictable Income
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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
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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
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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
Retirement Quarter Images 04

October 2022 — The Alternatives Issue

Featuring:

  • Secondaries – A Rapidly Growing and Evolving Asset Class
  • Retail Investors Take Center Stage for Intermittent Liquidity Structures
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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
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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
Retirement Quarter Images 03

July 2022 — Fees Issue

Featuring:

  • Combatting Fee Pressure with Enhanced Service Offerings
  • Service Differentiation in the Retail Advice Market
  • Expanding Services for Institutional Clients
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June 2022 — Product Development Issue

Featuring:

  • Breaking Down Asset Class Use in the Retail Market
  • ETF Product Development: Evolving from a Passive Experience
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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
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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
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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
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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
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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
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December 2021 — Innovation Issue

Featuring:

  • Reaching Investors Through Cryptocurrency and the Direct Channel
  • Growth Opportunities for Direct Investments


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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
US Asset and Wealth Management monthly image 04

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
US Asset and Wealth Management monthly image 03

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

Ryan Hanratty

Account Manager

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.

Drew Beiger

Drew Beiger

Associate Analyst

Bio →

Drew Beiger

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

Donya Zargham

Associate Analyst

Bio →

Donya Zargham

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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