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
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Ryan Hanratty
Account Specialist
- Boston HQ +1 617.437.0084
- Singapore +65 6327 4045
- 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
July 2021 — Private Banks Issue
Featuring:
- Leveraging Technology to Bolster Services, Increase Client Walletshare
- Numerous Touchpoints Enable Private Banks to Scale
June 2021 — Retail Investor Issue
Featuring:
- Gauging the Mood of Retail Investors
- Digital Providers: A Pipeline to the Mass Affluent
May 2021 — Product Development Issue
Featuring:
- Fee Pressure on All Sides Forces Managers to Act
- Managers Prioritize Vehicle Buildouts Versus New Strategies
April 2021 — Broker/Dealer Issue
Featuring:
- Watching the Big Get Bigger
- Staying with Versus Leaving a Firm: No Easy Decision for Advisors
March 2021 — Sales and Marketing Issue
Featuring:
- Secular Trends Define Long-Term Distribution Strategies
- Reaching High-Net-Worth Investors: Funneling the Right Resources
January 2021 — Alternatives Issue
Featuring:
- Private Infrastructure Investing: The Next Chapter of Growth and Maturity
- Liquid Alternatives: Education Needed to Boost Distribution
February 2021 — Interest Rates Issue
Featuring:
- Interest Rate Cuts: Toxic for Annuity Carriers
- Retirement Income: Steady or Not?
December 2020 — Asset Allocation Issue
Featuring:
- Vital Innovation in the Target-Date Fund Arena
- Creating a More Scalable, Efficient Portfolio Construction Process
November 2020 — Institutional Pricing Issue
Featuring:
- The Perpetual Struggle Against Fee Compression
- Getting the Price Just Right
October 2020 — Technology Issue
Featuring:
- Topics Moving the Fintech Needle
- Technology: A Great Enabler but Simplification Is Key
September 2020 — End-Investor Issue
Featuring:
- Capturing—and Keeping—the Mindshare of End-Investors
- Holistic Retirement Planning Remains Paramount Yet Elusive
August 2020 — Insurance Issue
Featuring:
- Renewed Value Proposition for Annuities
- Insurance General Accounts Search for ETFs and Yield
July 2020 — Consolidation Issue
Featuring:
- Looking for Leverage
- Recordkeepers Assert Their Control
June 2020 — Alternatives Issue
Featuring:
- Private Equity and the COVID-19-Related Economic Downturn: An Opportunity for Expansion?
- Private Capital Grows Up
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
April 2020 — RIA Issue
Featuring:
- Fee-Based Annuities—Products with Potential for the Industry
- Registered Investment Advisor Growth: Don’t Overlook Organic Expansion
March 2020 — Fee Issue
Featuring:
- Navigating Zero-Fee Online Trading
- High-Net-Worth Fees Holding Steady, but Providers Need to Remain Vigilant
February 2020 — QDIA Issue
Featuring:
- Maturing Target-Date Market Presents Challenges for Managers
- Managed Accounts: A Potential Growth Source in a Mature Market
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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 Specialist
- Boston HQ +1 617.437.0084
- Singapore +65 6327 4045
- 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.
Dennis Frank
Analyst
Bio →
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
Associate Director
Bio →
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
Associate Director
Bio →
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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