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 2024
Advisors Ramp Up Use of Asset Allocation Model Portfolios
Evaluate the factors driving advisors to outsource client portfolio construction.
September 2024
Trust in Transition: Widows and Widowers
Advisors need to build and maintain rapport with both parties in a marital relationship as well as their adult children.
August 2024
Bridging the Gap: Optimizing Advisor Productivity with Platform Development and Adoption
The relationship between advisors and the technology they use to serve clients is one of the most crucial elements of the wealth management ecosystem. Yet, many financial advisors fail to reap tangible gains. What’s holding them back?
July 2024
Alternative Allocations Podcast
Daniil Shapiro, CFA, Director at Cerulli Associates, joins Franklin Templeton's Alternative Allocations Podcast to discuss advisor adoption of alternative investments and the evolution of the industry.
June 2024
What Advisors Need to Succeed in a Competitive Market
Andrew Blake, Associate Director at Cerulli Associates, joins Morningstar's "The Long View" podcast and reflects on the rapid growth of the independent RIA channel, an impending wave of advisor retirements, and the dramatic uptake of ETFs in client portfolios.
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.