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
$20,000
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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
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
August 2021 — Risk Mitigation Issue
Featuring:
- Addressing Climate Change and Other ESG-Related Portfolio Risks
- As Society Gets Healthier, So Could Investors’ Finances
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
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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
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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