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Press Releases
July 6, 2020 — Boston
Specialization and Diversification Drive Consolidation in Asset Management
These findings and more are from The Cerulli Edge—U.S. Asset and Wealth Management Edition, July 2020 Issue.
June 30, 2020 — Singapore
China’s Insurance Industry to Grow Amid Economic Headwinds
These findings and more are from The Cerulli Edge—China Edition, 2Q 2020 issue.
June 29, 2020 — Boston
Opportunities Remain for Active Managers Despite Overall Negative Flow Figures
These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, June 2020 Issue.
June 25, 2020 — Boston
The Vast Majority of Investors Report Satisfaction with Advisor Experience
These findings and more are from The SIFMA-Cerulli Individual Investor research project.
June 25, 2020 — London
Technology Funds Emerge as Winners from COVID-19
These findings and more are from The Cerulli Edge―European Monthly Product Trends, June 2020 Issue.
June 23, 2020 — Boston
Paving the Path of Least Resistance Will Yield Investor Assets
These findings and more are from The Cerulli Report—U.S. Retail Investor Products & Platforms 2020.
June 22, 2020 — Boston
Once the Domain of Wirehouses, Managed Accounts Have Generated Interest in New Channels
These findings and more are from The Cerulli Edge—Managed Accounts Edition, 2Q 2020 Issue.
June 17, 2020 — Boston
Insights from Behavioral Finance Highlight the Value of Professionally Managed Investment Solutions
These findings and more are from The Cerulli Edge—U.S. Retirement Edition, 2Q 2020 Issue.
June 16, 2020 — London
International Managers Can Find Opportunities in the South African Asset Management Sector
These findings and more are from The Cerulli Report—Asset Management in South Africa 2020: The Lie of the Land.
June 11, 2020 — Boston
Model Providers Need to Confront the Reasons Why Advisors Are Not Using Models to Reach Potential Addressable Market
These findings and more are from The Cerulli Report—U.S. Asset Allocation Model Portfolios 2020: How Models Fit into a Broader Portfolio Construction Solution Set.
June 10, 2020 — Boston
Investors’ Risk Appetite Could be Permanently Altered by COVID-19—Time for Advisors to Reassess Investment Goals
These findings and more are from The Cerulli Edge—U.S. Retail Investor Edition, 2Q 2020 Issue.
June 9, 2020 — Denver
Continuous Education and Certification Provides Advisors with Greater Differentiation
These findings and more are from: Value Of CIMA® and
CPWA® Certifications.