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.
April 2025
Institutional Consultants vs. Retirement Aggregators: Trends in DC Strategic Priorities
What are the top priorities for retirement aggregators (RAs) and institutional consultants (ICs), and what do they mean for plan sponsors? Understand how the retirement landscape is evolving in a post-pandemic environment and how RAs and ICs are adjusting their approach.
March 2025
Redefining the Role of Index Providers
Index providers play a foundational role in the index-based products and asset allocation model portfolios now widely used in retail wealth management, yet they remain underutilized.
March 2025
A Changing Financial Advice Industry: Key Trends in 2025
As they plan 2025 initiatives, wealth management firms need to mind trends on advisor and client demographics, practice economics, and available product suites.
February 2025
QDIAs & Consultant Expectations: Meeting Retiree Needs and Enhancing Personalization
The demand for tailored solutions is expected to drive innovation in the qualified defined investment alternative (QDIA) space as participants increasingly seek retirement solutions that reflect their individual needs.
January 2025
Unlocking the Potential: The Versatility of Nonguaranteed Retirement Income Products in DC Plans
This paper argues that highlighting the versatility of nonguaranteed retirement income products is an effective way to promote these vehicles.
December 2024
What is the “great wealth transfer,” and who’ll benefit from it? NPR Marketplace
Chayce Horton joins Mitchell Hartman on NPR Marketplace to discuss Cerulli's wealth transfer number which forecasts $124 trillion will change hands from older to younger generations.