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.
December 2025
The Great Wealth Transfer is Accelerating. But Who will Actually Benefit from it? | Featuring Chayce Horton
The great wealth transfer is accelerating, but not everyone will share in it. Chayce Horton, the Associate Director of Wealth Management at Cerulli Associates, joins Michael Smerconish to break down the demographic shifts behind the coming inheritance boom and investigate why a large share of millennials may never see life-changing wealth.
December 2025
Will the Great Wealth Transfer Divide Millennials? | Featuring Chayce Horton
What will the coming decades look like as millennials begin inheriting assets, building equity, and navigating one of the largest wealth transitions in U.S. history? Watch as Cerulli's Chayce Horton breaks down key trends and numbers with SiriusXM's Michael Smerconish.
August 2025
Evolving Trends Redefining Index Usage
What’s the role of index providers in today’s markets? Get a deep dive into how advisors are putting an expanding range of index tools to work to build model portfolios, increase efficiencies, and tailor strategies to meet client objectives.
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.
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.
December 2022
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.