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.
August 2025
Navigating Tech in Wealth Management
Explore the evolving relationship between financial advisors and technology, the impact of technology and AI on the wealth management industry and the importance of integration within tech stacks.
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.
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.
May 2024
Educational Alpha Podcast
Daniil Shapiro, Director at Cerulli Associates, speaks with host, Bill Kelly, to explore significant trends shaping the asset and wealth management landscape.
November 2023
The ETF Industry’s Biggest Trends
Daniil Shapiro, Director at Cerulli Associates, highlights several of the industry’s biggest trends including the rise of active ETFs and the proliferation of bond ETFs on the podcast ETF Prime.