Resource Center
White Papers, Videos, and More
Cerulli carefully curates resources—white papers, webinars, videos, and more—to provide you access to timely and relevant insights for your business initiatives.
Video Series
Cerulli’s Emerging Manager Series
Cerulli’s emerging manager series provides asset managers the insights they need to grow marketshare in the U.S. Covering the largest opportunities across institutional and retail channels, our perspectives will guide and bolster your strategic position. Use this video series to strengthen your strategic approach.
October 2025
Customized at Scale: A Framework for Next-Generation Advisory Platforms
Comprehensive tax-aware portfolio customization is crucial to the future of wealth management.
September 2025
Swift Chat with Michael Rose: How Technology is Shaping Wealth Management
How are digital tools reshaping independent advisory firms—and what will tomorrow’s best tech stacks look like?
September 2025
PIMCO Defined Contribution Consulting Study 2025
A new study from Cerulli and PIMCO uncovers the most important priorities for consulting and advisory firms serving DC plans.
September 2025
Unlocking the Potential of Private Investments in Defined Contribution Plans
Asset managers, trust companies, and recordkeepers are innovating rapidly to provide private market solutions to defined contribution (DC) intermediaries (e.g., investment consultants, retirement plan advisors) and plan sponsors; however, several misconceptions surrounding private markets remain a hurdle to adoption.
September 2025
Investor Priorities Grow as Advice Relationships Deepen
Performance, trustworthiness, and ease of doing business create the most client satisfaction.
August 2025
Navigating Tech in Wealth Management
Explore the evolving relationship between financial advisors and technology, the impact of technology and AI on the wealth management industry and the importance of integration within tech stacks.