Latest Press Releases
Press Room
Explore our press releases to find the most important topics driving news headlines.
Let's Connect
Looking for More Information?
For additional information regarding this material or to get in touch with our press team, please submit the below form.
Are you a reporter?
Download our press kit to learn more about our analyst team and their areas of expertise.
Press Releases
Featured Press Release | December 2024
Cerulli Anticipates $124 Trillion in Wealth Will Transfer Through 2048
May 20, 2025 — Boston
Institutional Asset Owners Seek the Best Fit When Evaluating Active Versus Passive
These findings and more are from The Cerulli Edge—U.S. Institutional Edition, 2Q 2025 Issue.
May 14, 2025 — Boston
Endowments and Foundations Turn to OCIOs to Manage Portfolio Complexity
These findings and more are from The Cerulli Edge—The Americas Asset and Wealth Management Edition, May 2025 Issue.
May 8, 2025 — Boston
Asset Manager Eagerness for Dual-Share-Class Products is Not Shared by Intermediaries
These findings and more are from Cerulli's white paper: Dual-Share-Class Product Challenges and Opportunities, produced in partnership with Nicsa.
April 29, 2025 — Boston
Fee Compression and Rising Service Demands Cause Advisors to Adjust Pricing Structure
These findings and more are from The Cerulli Edge—U.S. Advisor Edition, 2Q 2025 Issue.
April 16, 2025 — Boston
U.S. Household Total Financial Wealth Exceeds $90 Trillion
These findings and more are from The Cerulli Report—U.S. Retail Investor Solutions 2025: Refining Wealth Management Engagement.
April 15, 2025 — Boston
In the U.S. Market, Conversions of SMAs to ETFs Are Growing
These findings and more are from The Cerulli Edge—The Americas Asset and Wealth Management Edition, April 2025 Issue.
April 10, 2025 — Boston
Direct Indexing Assets Close Year-End 2024 at $864.3 Billion
These findings and more are from The Cerulli Edge—U.S. Managed Accounts Edition, 1Q 2025 Issue.
April 1, 2025 — Boston
Innovation to Financial Planning Software Will Provide Tailwind to Advisor Adoption
These findings and more are from The Cerulli Report—State of U.S. Wealth Management Technology 2025: Technology as an Enabler of Service Delivery.
March 26, 2025 — Boston
For Advisors, Fiduciary Duty Pays Off with Affluent Investor Satisfaction
These findings and more are from The Cerulli Report—U.S. Retail Investor Solutions 2025: Refining Wealth Management Engagement.
March 20, 2025 — Boston
Asset Managers Reevaluate Guaranteed Income Components in Defined Contribution Plans
These findings and more are from The Cerulli Edge—U.S. Retirement Edition, 1Q 2025 Issue.
March 18, 2025 — Boston
More Than 72% of Financial Advisors Are Compensated by Fee-Based Models
These findings and more are from The Cerulli Edge—The Americas Asset and Wealth Management Edition, March 2025 Issue.
March 12, 2025 — Boston
The U.S. ETF Industry Is ‘All In’ on Dual-Share-Class Structure
These findings and more are from The Cerulli Edge—U.S. Product Development Edition, 1Q 2025 Issue.