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

USE May 2023

May 2023 — The Product Innovation Issue

Featuring:

  • Asset Managers Seek Vehicle Agnosticism through Broader Product Lineups
USE April Edge Image 2

April 2023 — The Retirement Income Issue

Featuring:

  • Asset Managers Find Opportunity for Retirement Income Solutions within Defined Contribution Market
US Asset and Wealth Management monthly image 08

March 2023 — The Broker/Dealer Trends Issue

Featuring:

  • Strategies to Retain Assets
  • Advanced Data Applications Yield Insights Into How Advisors Run Their Practices
US Institutional Q1 2021

February 2023 — The Annuities Issue

Featuring:

  • Investors Want Principal Protection and Predictable Income
US Asset and Wealth Management monthly image 01

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
US Retail monthly image 03

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
US MA monthly image 01

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
AMPT monthly image 01

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
US Asset and Wealth Management monthly image 13

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
US Asset and Wealth Management monthly image 12

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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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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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.

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