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Press Releases
November 21, 2024 — Boston
Acquisitions Are Rapidly Reshaping the OCIO Industry
These findings and more are from The Cerulli Report—U.S. Outsourced Chief Investment Officer Function 2024: Uncovering Opportunities for Growth.
November 19, 2024 — Boston
Affluent Investors Trust Their Financial Providers More Than Ever
These findings and more are from The Cerulli Edge—U.S. Retail Investor Edition, 4Q 2024 Issue.
November 14, 2024 — Boston
Demand for Alternative Investments Rises in Latin America and U.S. Offshore Market
November 13, 2024 — Boston
RIA Consolidators Are Redefining the Wealth Market
These findings and more are from The Cerulli Report—U.S. RIA Marketplace 2024: Redefining the Framework of Independence.
November 4, 2024 — Boston
Funds of Funds Take a Back Seat to Model Portfolios
These findings and more are from The Cerulli Report—U.S. Product Development 2024: The Future of Funds of Funds & Defining Direct Indexing.
November 1, 2024 — Boston
Active ETFs Set Monthly Flows Record in September
These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, October 2024 Issue.
October 30, 2024 — Boston
Self-Directed Investors Value Human Advice But Are Slow to Act
These findings and more are from The Cerulli Edge—The Americas Asset and Wealth Management Edition, October 2024 Issue.
October 28, 2024 — Boston
Investor Preference for Fiduciary Relationships Drives Managed Account Adoption
These findings and more are from The Cerulli Edge—U.S. Managed Accounts Edition, 3Q 2024 Issue.
October 24, 2024 — Boston
Despite Political Pressure, Commitment to Responsible Investing Remains Solid
These findings and more are from The Cerulli Report—U.S. Responsible Investing 2024: Assessing Supply and Demand.
October 23, 2024 — Boston
53% of Households Believe in the Importance of a Financial Plan
These findings and more are from Cerulli's white paper: Financial Planning: Fueling Client and Business Growth, sponsored by Osaic.
October 16, 2024 — Boston
82% of Affluent Investors Prefer a Single Financial Services Provider but Resist Complacency
These findings and more are from The Cerulli Report—U.S. Retail Investor Advice Relationships 2024: Optimizing Advice Breadth.
October 8, 2024 — Boston
Asset Managers Seek to Bring Alternatives to DC Plans via CITs and Interval Funds
These findings and more are from The Cerulli Report—U.S. Defined Contribution Distribution 2024: Addressing the Obstacles to Inclusion of Alternatives in DC Plans.