As Risk Mitigation Replaces Alpha Generation, Advisors
Can Miss the Forest
for the Trees

Building Risk-Conscious Portfolios

Fixed-Indexed Annuities Outpace Variable Annuities in Sales Growth and Adoption

The Cerulli Report—U.S. Annuity Markets 2019: Adapting to Financial Advisory Trends

Non-Transparent ETFs Provide Issuers & Asset Managers Renewed Optimism

Products will offer differentiation and revenue growth opportunities, but price, choice, and quality challenges must be overcome

The Cerulli Report―U.S. Exchange-Traded Fund Markets 2019: Expanding Beyond Passive

Managers Yield to Fee Demands from Institutions

As institutions re-direct risk budgets toward esoteric strategies, traditional managers rethink product development initiatives and negotiation tactics

The Cerulli Report―North American Institutional Markets 2019: Institutional Product Development and Fee Negotiation