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Press Releases
February 23, 2022 — Boston
2,000 Wealth Management Firms Representing $10 Trillion in AUM Are Targets for Wealth Tech Expansion
These findings and more are from The Cerulli Report—State of U.S. Wealth Management Technology 2021: Aligning Firm Strategy with Technology Decisions.
February 17, 2022 — Boston
HNW-Oriented Practices Are Reaping the Benefits of Team-Based Structures
These findings and more are from The Cerulli Edge—U.S. Advisor Edition, 1Q 2022 Issue.
February 14, 2022 — Boston
Private Banks Hedge Against Risk with Diversification
These findings and more are from The Cerulli Edge—U.S. Asset and Wealth Management Edition, February 2022 Issue.
February 9, 2022 — Boston
Threat of Lower Returns Clouds Outlook for U.S. Institutional Channels
These findings and more are from The Cerulli Report—North American Institutional Markets 2021: Inflation’s Impact on Return and Liability-Oriented Investors.
February 8, 2022 — Boston
OCIO Providers See Greater Demand Ahead from Nonprofits and Health and Hospital Systems
These findings and more are from The Cerulli Report—U.S. Outsourced Chief Investment Officer Function 2021: Revisiting Performance Track Records.
February 7, 2022 — Boston
Wirehouse Advisors Prove Their Worth by Measures of Productivity
These findings and more are from The Cerulli Report—U.S. Advisor Metrics 2021: Client Acquisition in the Digital Age.
February 4, 2022 — London
Asset Managers’ Brands Are Gaining in Significance
These findings and more are from The Cerulli Edge—Global Edition, February 2022 Issue.
February 3, 2022 — Boston
Shrinking Market Opportunity Spurs Interest in Private Investments for Enhanced Returns
These findings and more are from Cerulli-Russell Investments 10X10 Part Three: Seeking Future Returns.
February 2, 2022 — Boston
Firms Continue to Evaluate Active Equity, Thematic and Sustainable, and Cryptocurrency Offerings
These findings and more are from The Cerulli Edge—U.S. Monthly Product Trends, January 2022 Issue.
January 31, 2022 — Singapore
Retail Investors in Asia Demonstrate Increased Demand for Sustainable Products
These findings and more are from The Cerulli Edge—Asian Monthly Product Trends, January 2022 Issue.
January 28, 2022 — London
Specialist Focus Within Technology Funds Spurs European Investor Demand
These findings and more are from The Cerulli Edge—European Monthly Product Trends, January 2022 Issue.
January 27, 2022 — Boston
Total U.S. Professionally Managed Assets Record 11% Growth
These findings and more are from The Cerulli Report—The State of U.S. Retail and Institutional Asset Management 2021: Targeting Growth Opportunities.