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July 2021

U.S. Asset Allocation Model Portfolios: Innovation & Adoption

Evaluate the factors influencing the rise of asset allocation models and explore key innovation in product development and opportunities for expansion.

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June 2021

The U.S. Broker/Dealer Marketplace: Evolving Marketplace Dynamics

Explore the dynamics driving marketplace changes—including factors driving advisor affiliation choices, B/D advisor productivity across channels, and service model updates.

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April 2021

The Canadian ETF Market in 2020

Canada’s ETF industry maintains an innovative edge as assets approach USD$200 billion

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April 2021

Global Retail Investors and ESG

Explore retail investor demand for environmental, social, and governance (ESG) investing. This white paper provides detailed insight into the factors and forces influencing retail investor demand for ESG and takeaways for managers focused on ESG product development.

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April 2022

Direct Indexing and the Unfulfilled Promise of Tax Efficient SMAs

For decades, the financial services industry has touted the customization of managed accounts, yet only partially delivered on that claim. Direct indexing may change that.

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March 2021

Corner Office Views Q1 2021

Cerulli's corner office views provides market-leading insights and tangible takeaways for senior executives seeking to strengthen and scale their business models.

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July 2021

Corner Office Views

Cerulli's corner office views provides market-leading insights and tangible takeaways for senior executives seeking to strengthen and scale their business models.

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April 2021

The State of U.S. Financial Advisor Diversity & Inclusion

Women and Black, Indigenous, and People of Color (BIPOC) remain underrepresented among financial advisors.

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February 2021

Environmental, Social, and Governance Investing: Demand, Development, and Distribution

Assess true global demand for environmental, social, and governance (ESG) investment strategies.

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January 2021

U.S. Exchange-Traded Funds: Opportunities for Growth in 2021 and Beyond

Exchange-traded fund (ETF) flows and asset growth sizzled heading into 2021, and Cerulli expects assets in ETFs to multiply by the end of 2030.

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January 2021

What industry trends will shape 2021?

Leverage our insight to build your approach.

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