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.
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.
October 2024
Financial Planning: Fueling Client and Business Growth
Assess growing investor demand for financial planning and explore best practices for aiding advisors in their path toward an advice-oriented service model.
June 2024
Top-Performing Teams: Exploring the Benefits and Approaches of Building a Team-Based Advisory Practice
Leveraging a team-based approach can provide financial advisors with scale, service differentiation, organic growth, and built-in succession opportunities.
May 2024
401(k) Managed Accounts: A Misunderstood Value Proposition
This research explores the opportunity to improve retirement confidence through increased participant adoption of DC managed accounts.