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Press Releases
Featured Press Release | December 2024
Cerulli Anticipates $124 Trillion in Wealth Will Transfer Through 2048
December 11, 2024 — Boston
Institutional Investors Increasingly Leverage ETFs
These findings and more are from The Cerulli Report—North American Institutional Markets 2024: Analyzing the Impact of Interest Rates.
December 10, 2024 — Boston
Alternative ETFs Present Product Development Opportunity for ETF Issuers
These findings and more are from The Cerulli Report—U.S. Exchange-Traded Fund Markets 2024: Frontier Exposures.
December 6, 2024 — Boston
The Boston Globe Names Cerulli Associates a Top Place to Work in 2024
To find out more, view The Boston Globe's article.
December 3, 2024 — Boston
Client Service Drives Advisor Selection of Asset Managers
These findings and more are from The Cerulli Edge—U.S. Advisor Edition, 4Q 2024 Issue.
December 2, 2024 — Boston
Fee-Based Advisory Programs Emerge as the Leading Engagement Model in Retail Wealth Management
These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, November 2024 Issue.
November 26, 2024 — Boston
Managers Adapt Marketing Strategies to Target Investment Consultants
These findings and more are from The Cerulli Edge—U.S. Institutional Edition, 4Q 2024 Issue.
November 21, 2024 — Boston
Acquisitions Are Rapidly Reshaping the OCIO Industry
These findings and more are from The Cerulli Report—U.S. Outsourced Chief Investment Officer Function 2024: Uncovering Opportunities for Growth.
November 19, 2024 — Boston
Affluent Investors Trust Their Financial Providers More Than Ever
These findings and more are from The Cerulli Edge—U.S. Retail Investor Edition, 4Q 2024 Issue.
November 14, 2024 — Boston
Demand for Alternative Investments Rises in Latin America and U.S. Offshore Market
November 13, 2024 — Boston
RIA Consolidators Are Redefining the Wealth Market
These findings and more are from The Cerulli Report—U.S. RIA Marketplace 2024: Redefining the Framework of Independence.
November 4, 2024 — Boston
Funds of Funds Take a Back Seat to Model Portfolios
These findings and more are from The Cerulli Report—U.S. Product Development 2024: The Future of Funds of Funds & Defining Direct Indexing.
November 1, 2024 — Boston
Active ETFs Set Monthly Flows Record in September
These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, October 2024 Issue.