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Press Releases
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.
December 23, 2024 — Boston
As Use of Alternative ETFs Grows, Issuers and Advisors Agree Unmet Demand Exists
These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, December 2024 Issue.
December 13, 2024 — Boston
As ETF Use Increases, Advisors Seek Greater Product Support
These findings and more are from The Cerulli Edge—The Americas Asset and Wealth Management Edition, December 2024 Issue.
December 12, 2024 — Boston
Retail Direct Presents Threat to Advisor-Intermediated Channels
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.