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Press Releases
Featured Press Release | December 2022
Cerulli Associates Projects Direct Indexing Assets to Top $800 Billion by 2026 While Outpacing Growth of ETFs, Mutual Funds, and SMAs
July 2, 2024 — Boston
Financial Advisors Still Bearish on Cryptocurrency Use
These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, June 2024 Issue.
June 25, 2024 — Boston
Retail Financial Advisors—and Their Model Portfolios—Propel ETF Assets
These findings and more are from The Cerulli Edge—The Americas Asset and Wealth Management Edition, June 2024 Issue.
June 17, 2024 — Boston
CITs Assert Greater Dominance in Defined Contribution Plans
These findings and more are from The Cerulli Edge—U.S. Retirement Edition, 2Q 2024 Issue.
June 6, 2024 — Boston
Self-Directed Investors Express Appetite for More Hands-On Advice
These findings and more are from The Cerulli Report—U.S. Retail Investor Products and Platforms 2024: Progressing Through the Platform.
June 6, 2024 — Boston
Team-Based Advisor Practices Are Better Positioned for Growth
These findings and more are from Cerulli's white paper: Top-Performing Teams: Exploring the Benefits and Approaches of Building a Team-Based Advisory Practice, sponsored by Osaic.
May 31, 2024 — Boston
Infrastructure Manager Acquisitions Rise as Managers Seek to Broaden Investment Capabilities
These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, May 2024 Issue.
May 23, 2024 — Boston
To Combat Investor Biases, Financial Advisors Should Consider Behavioral Financial Advice Solutions
These findings and more are from The Cerulli Edge—U.S. Retail Investor Edition, 2Q 2024 Issue.
May 16, 2024 — Boston
401(k) Managed Account Investors More Confident in Retirement Investment Strategy Than Non-Advice Users
These findings and more are from Cerulli’s white paper, with support from Edelman Financial Engines: 401(k) Managed Accounts: A Value Proposition Lost in Translation.
May 15, 2024 — Boston
OCIOs Seek Additional Guidance from Latest GIPS Draft Guidelines
These findings and more are from The Cerulli Edge—The Americas Asset and Wealth Management Edition, May 2024 Issue.
May 9, 2024 — Boston
Wealth Manager Consolidation Intensifies in Pursuit of Capturing Client Walletshare
These findings and more are from Cerulli’s white paper: Wealth Manager Consolidation: Analyzing the Factors Behind a Ripe M&A Deal Environment.
May 8, 2024 — Boston
Pension Risk Transfer Activity Soars as More Plan Sponsors Seek to Derisk
These findings and more are from The Cerulli Edge—U.S. Institutional Edition, 2Q 2024 Issue.