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Press Releases
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.
March 6, 2025 — Boston
Index-Based Products Cross $16 Trillion in Assets as of Year-End 2024, Outpacing Actively Managed Growth Rates
These findings and more are from Cerulli's white paper: Redefining the Role of Index Providers, sponsored by S&P Dow Jones Indices.
March 4, 2025 — Boston
Bank Deposit Customers Ripe for Transition to Advice
These findings and more are from The Cerulli Edge—U.S. Retail Investor Edition, 1Q 2025 Issue.
February 25, 2025 — Boston
Managed Account Sponsors Prioritize Unified Managed Household
These findings and more are from The Cerulli Edge—The Americas Asset and Wealth Management Edition, February 2025 Issue.
February 19, 2025 — Boston
Asset Owners Increasingly Demand Transparency Around Responsible Investing
These findings and more are from The Cerulli Edge—U.S. Institutional Edition, 1Q 2025 Issue.
February 13, 2025 — Boston
New Client Acquisition Remains a Challenge for More Than Half of Advisors
These findings and more are from The Cerulli Edge—U.S. Advisor Edition, 1Q 2025 Issue.
February 5, 2025 — Boston
Despite Skeptics, Interest in ESG Screens Remains Strong Among Retail Investors
These findings and more are from The Cerulli Edge—The Americas Asset and Wealth Management Edition, January 2025 Issue.
January 28, 2025 — Boston
AI Slowly Makes Inroads into DC Plans
These findings and more are from The Cerulli Edge—U.S. Retirement Edition, 4Q 2024 Issue.
January 22, 2025 — Boston
$54 Trillion Will Transfer to Widows Through 2048; More Than 95% Will Go to Women
These findings and more are from The Cerulli Report—U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2024: The Great Wealth Transfer: Capturing Money in Motion.
January 15, 2025 — Boston
RIA Acquisition Opportunities Remain Fertile as Succession Looms Large
These findings and more are from The Cerulli Report—U.S. Advisor Metrics 2024: Adding Services to Scale.
January 9, 2025 — Boston
Advisor-Sold Defined Contribution Market Set to Flourish
These findings and more are from The Cerulli Report—U.S. Retirement Markets 2024: Capitalizing on Predicted Plan Growth Through Intermediary Partnerships.