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.

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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.

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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.

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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.

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December 2024

Coming Wave of Inheritance, Cost of Data, EU's Competition Tradeoff | Wall Street Week

Chayce Horton speaks with David Westin at Bloomberg about the increasing net worth coming from inheritance.

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October 2024

A $12 Trillion Opportunity For Financial Advisors Podcast

Shawn O'Brien, CFA, Director at Cerulli Associates, joins Ben Carlson's "Ben with Benefits" Podcast to discuss opportunities in the retirement space.