Resource Center
White Papers, Videos, and More
Cerulli carefully curates resources—white papers, webinars, videos, and more—to provide you access to timely and relevant insights for your business initiatives.
Video Series
Cerulli’s Emerging Manager Series
Cerulli’s emerging manager series provides asset managers the insights they need to grow marketshare in the U.S. Covering the largest opportunities across institutional and retail channels, our perspectives will guide and bolster your strategic position. Use this video series to strengthen your strategic approach.
November 2025
The Future of Outcome-Based Investing: How Defined Outcome ETFs™ Are Poised for Rapid Growth
Shifting advisory models and investor demographics favor solutions that offer predictable returns and personalized risk management at scale.
November 2025
Evaluating In-Plan Retirement Income Strategies
Plan sponsors should carefully consider their current retirement benefits offering and the characteristics of their plan participants when evaluating both guaranteed products and non-guaranteed investment strategies as a potential means for creating income in retirement.
October 2025
Inside SMAs: Navigating the SMA Landscape with Scott Smith of Cerulli Associates
In the inaugural episode of the 'Inside SMAs' podcast and gain VIP insights into the SMA universe.
October 2025
The WealthTech Podcast: The State of Wealth Management Technology with Michael Rose
What’s the state of wealth management technology in 2025?
October 2025
Customized at Scale: A Framework for Next-Generation Advisory Platforms
Comprehensive tax-aware portfolio customization is crucial to the future of wealth management.
September 2025
Swift Chat with Michael Rose: How Technology is Shaping Wealth Management
How are digital tools reshaping independent advisory firms—and what will tomorrow’s best tech stacks look like?