Cerulli Associates


Founded in 1992, Cerulli Associates is a Boston-, London-, and Singapore-based research firm specializing in asset management and distribution trends worldwide. Cerulli Associates blends original research and data analysis to bring perspective to current market conditions and forecasts for future developments. Our U.S. practice covers manufacturing and distribution issues across core areas including managed accounts, intermediary, retirement, annuities, and retail and institutional asset management.Our repeatable, two-pronged proprietary research process (interviews and surveys) serves as the foundation of our published research and provides subscribers with the necessary context, intelligence, and key implications to navigate today’s and tomorrow’s market environment.

Chasing the Assets of the Wealthy
Data suggests the high-net-worth segment is growing—a good sign for b/ds looking to boost profit margins, but competition for these clients will be fierce.
Holier Than Thou? 1
Does the revelation of fees paid to advisors from Schwab and Fidelity, while disclosed, taint the perception that the RIA model is a fiduciary one and above conflicts?
Keeping Brokers Happy
Cerulli research reveals the B/D products brokers really value, and those they don’t.
The Benefits of Holistic Planning
Bringing clients comprehensive financial planning deepens the relationship and can bring in more business. But advisors need to learn how to sell it.
Behind the Numbers with Cerulli Associates: Getting Tactical 
After the financial crisis, investors are asking advisors for both downside protection and returns. Many are turning to so-called “tactical allocation strategies” to beat the market, but do they really have the skills?
Withering Wirehouses? 
Are the traditional wirehouses in the early stages of a perpetual decline, or simply finding a sharper focus? Tyler Cloherty of Cerulli Associates crunches the numbers exclusively for WealthManagement.com to find what's really behind the narrowing gap in market share between wirehouses and independents.
European investors increasingly dependent on professional advisors, yet more than 50% are unhappy with the quality of advice received 
September 2012, London. The aims of European investors are fairly consistent, as is the source of their investable wealth. What they do with it, where they seek advice, and levels of satisfaction present a more complex picture, according to the inaugural Cerulli Quantitative Update: European Retail Investor 2012 report.
Behind the Numbers with Cerulli Associates: Portfolio Evolution: Active is Dead? 

Recognizing that active managers don't beat the market as frequently as they should, many advisors have moved to passive investments. ETFs have benefited from the trend, and the Cerulli research shows.

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