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Press Releases
October 2, 2025 — Boston
Independent Broker/Dealers Lead Channel Growth
These findings and more are from The Cerulli Report—U.S. Broker/Dealer Marketplace 2025: The Challenging Pursuit of Organic Growth.
October 1, 2025 — Boston
80% of Affluent Investors Want Account Customization
These findings and more are from Cerulli's white paper: Customized at Scale: A Framework for Next-Generation Advisory, in partnership with Parametric Portfolio Partners LLC.
September 30, 2025 — Boston
Private Markets Retail Assets to Reach $3.7 Trillion Through 2029
These findings and more are from The Cerulli Report—U.S. Private Markets 2025: Incorporating Private Market Investments into Model Portfolios.
September 25, 2025 — Boston
Custom Asset Allocation Models Top of Mind for Model Providers
These findings and more are from The Cerulli Report—U.S. Asset Allocation Model Portfolios 2025: Assessing the Role of Alternatives in Model Portfolios.
September 24, 2025 — Boston
Four out of Five Gen X 401(k) Participants Lack Confidence in Maintaining Their Standard of Living in Retirement
These findings and more are from The Cerulli Edge—U.S. Retirement Edition, 3Q 2025 Issue.
September 17, 2025 — Boston
Debunking Four Myths Distorting Perceptions of Private Markets in Defined Contribution Plans
These findings and more are from Cerulli's white paper: Unlocking the Potential of Private Investments in Defined Contribution Plans, in partnership with DCALTA.
September 10, 2025 — Boston
Interval Fund Structure Sees Continued Growth
These findings and more are from The Cerulli Edge—The Americas Asset and Wealth Management Edition, August 2025 Issue.
September 4, 2025 — Boston
77% of Bank Advisors Plan to Incorporate AI into Their Practice
These findings and more are from The Cerulli Report—U.S. Private Banks & Trust Companies 2025: The Technology and AI Roadmap.
September 3, 2025 — Boston
Many Investors Expect Inheritances, Yet Few Likely to Maintain Benefactor’s Advisor
These findings and more are from The Cerulli Edge—U.S. Retail Investor Edition, 3Q 2025 Issue.
August 28, 2025 — Boston
Product Specialist Emerges as Key Differentiator for Asset Management Distribution
These findings and more are from The Cerulli Report—U.S. Intermediary Distribution 2025: Leveraging Specialists to Strengthen Relationships.
August 26, 2025 — Boston
Client Service Offerings Will Be Key Differentiator for HNW and UHNW Practices
These findings and more are from The Cerulli Edge—U.S. Advisor Edition, 3Q 2025 Issue.
August 19, 2025 — Boston
Endowments Reevaluate Investment Strategies Amidst Evolving Regulatory Landscape
These findings and more are from The Cerulli Edge—U.S. Institutional Edition, 3Q 2025 Issue.