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

$19,500

US Asset and Wealth Management hero

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Ryan Hanratty

Ryan Hanratty

Account Specialist

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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

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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
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September 2021 — Institutional Issue

Featuring:

  • Nonprofits Ripe for Intermediary Business Expansion
  • Rates, Credit, and Liquidity Concern Insurers
Green energy

August 2021 — Risk Mitigation Issue

Featuring:

  • Addressing Climate Change and Other ESG-Related Portfolio Risks
  • As Society Gets Healthier, So Could Investors’ Finances
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July 2021 — Private Banks Issue

Featuring:

  • Leveraging Technology to Bolster Services, Increase Client Walletshare
  • Numerous Touchpoints Enable Private Banks to Scale
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June 2021 — Retail Investor Issue

Featuring:

  • Gauging the Mood of Retail Investors
  • Digital Providers: A Pipeline to the Mass Affluent
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May 2021 — Product Development Issue

Featuring:

  • Fee Pressure on All Sides Forces Managers to Act
  • Managers Prioritize Vehicle Buildouts Versus New Strategies
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April 2021 — Broker/Dealer Issue

Featuring:

  • Watching the Big Get Bigger
  • Staying with Versus Leaving a Firm: No Easy Decision for Advisors
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March 2021 — Sales and Marketing Issue

Featuring:

  • Secular Trends Define Long-Term Distribution Strategies
  • Reaching High-Net-Worth Investors: Funneling the Right Resources
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January 2021 — Alternatives Issue

Featuring:

  • Private Infrastructure Investing: The Next Chapter of Growth and Maturity
  • Liquid Alternatives: Education Needed to Boost Distribution
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February 2021 — Interest Rates Issue

Featuring:

  • Interest Rate Cuts: Toxic for Annuity Carriers
  • Retirement Income: Steady or Not?
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December 2020 — Asset Allocation Issue

Featuring:

  • Vital Innovation in the Target-Date Fund Arena
  • Creating a More Scalable, Efficient Portfolio Construction Process
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November 2020 — Institutional Pricing Issue

Featuring:

  • The Perpetual Struggle Against Fee Compression
  • Getting the Price Just Right
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October 2020 — Technology Issue

Featuring:

  • Topics Moving the Fintech Needle
  • Technology: A Great Enabler but Simplification Is Key
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September 2020 — End-Investor Issue

Featuring:

  • Capturing—and Keeping—the Mindshare of End-Investors
  • Holistic Retirement Planning Remains Paramount Yet Elusive
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August 2020 — Insurance Issue

Featuring:

  • Renewed Value Proposition for Annuities
  • Insurance General Accounts Search for ETFs and Yield
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July 2020 — Consolidation Issue

Featuring:

  • Looking for Leverage
  • Recordkeepers Assert Their Control
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June 2020 — Alternatives Issue

Featuring:

  • Private Equity and the COVID-19-Related Economic Downturn: An Opportunity for Expansion?
  • Private Capital Grows Up


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May 2020 — ETF Issue

Featuring:

  • In Crisis, Fixed-Income Exchange-Traded Fund Prices Diverge from NAV
  • Cooperatition within Asset Allocation Models
  • Exchange-Traded Funds Seek to Offer Insurance-Like Exposures
  • Active Funds: ETFs’ Next Frontier

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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 Specialist

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.

Dennis Frank

Dennis Frank

Analyst

Bio →

Dennis Frank

Dennis Frank

Analyst

As an analyst on the Cerulli Product Development team, Dennis discovers trends related to asset managers’ product development and management functions. He also contributes to a number of Cerulli’s annual reports and Edge editions.

Prior to joining Cerulli, Dennis worked as an Associate at Baystate Financial, where he was responsible for internal annuity sales support.

Full biography here.

Brendan Powers, CFA

Brendan Powers, CFA

Associate Director

Bio →

Brendan Powers, CFA

Brendan Powers, CFA

Associate 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

Associate Director

Bio →

Daniil Shapiro, CFA

Daniil Shapiro, CFA

Associate 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.

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