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Press Releases
Featured Press Release | December 2022
Cerulli Associates Projects Direct Indexing Assets to Top $800 Billion by 2026 While Outpacing Growth of ETFs, Mutual Funds, and SMAs
November 28, 2023 — Boston
Asset Managers Need More Than Product to Add Value for Advisors
These findings and more are from The Cerulli Edge—U.S. Asset and Wealth Management Edition, November 2023 Issue.
November 16, 2023 — Boston
RIAs Recruit Specialized Staff in the Race for Scale
These findings and more are from The Cerulli Report—U.S. RIA Marketplace 2023: Resiliency in the Pursuit of Scale.
November 15, 2023 — Boston
Plan Providers Need to Prove Value of Financial Wellness Programs
These findings and more are from The Cerulli Edge—U.S. Asset and Wealth Management Edition, October 2023 Issue.
November 14, 2023 — Boston
Cerulli Finds Just 19% of Investors Use Their Parents’ Advisor
These findings and more are from The Cerulli Edge—U.S. Retail Investor Edition, 4Q 2023 Issue.
November 9, 2023 — Boston
CIT Providers Target Mid-Sized to Large DC Plans in 2024
These findings and more are from The Cerulli Report—U.S. Defined Contribution Distribution 2023: Adapting to Fiduciary Trends in the Advisor-Sold Market.
November 1, 2023 — Boston
Rising Interest Rates Create New Dynamic in Insurance General Account Landscape
These findings and more are from The Cerulli Edge—U.S. Institutional Edition, 4Q 2023 Issue.
October 31, 2023 — Boston
CITs Continue to Erode Mutual Fund Dominance in Defined Contribution Market
These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, October 2023 Issue.
October 30, 2023 — Boston
Independent and Hybrid RIA Channels Lead in Advisor Headcount Growth
These findings and more are from The Cerulli Edge—U.S. Advisor Edition, 4Q 2023 Issue.
October 25, 2023 — Boston
Personalized Solutions Help Plan Sponsors Address Retirement Readiness
These findings and more are from Cerulli’s white paper, with support from Edelman Financial Engines: The Benefits of Personalization in Defined Contribution Plans: Analyzing Value in Managed Account and Financial Wellness Programs and Features.
October 19, 2023 — Boston
Asset Managers and Institutional Investors Stay Committed to ESG Despite Political Pressures
These findings and more are from The Cerulli Report—U.S. Environmental, Social, and Governance Investing 2023: Regulation and Legislation.
October 17, 2023 — Boston
Affluent Investors Are More Reliant on Advisors Than Ever Before
These findings and more are from The Cerulli Report—U.S. Retail Investor Advice Relationships 2023: Client-Centric Engagement.
October 13, 2023 — Boston
10-Largest Broker/Dealers Control 58% of Retail Assets
These findings and more are from The Cerulli Report—U.S. Broker/Dealer Marketplace 2023: The Challenging Pursuit of Organic Growth.