Cerulli Associates

We are thrilled to be named one of the Top Places to Work in Massachusetts in the 15th annual employee-based survey project from The Boston Globe. For over 30 years, Cerulli Associates has maintained a people-centric approach, offering generous benefits to employees and creating an office environment that inspires creativity and camaraderie. Regular company events and group outings are just some of the many ways we sustain a strong #officeculture. We are grateful for the talented group of employees that give their best every day to make Cerulli great. #topplacestowork #thebostonglobe

Our latest issue of The Cerulli Edge—U.S. Monthly Product Trends analyzes mutual fund and exchange-traded fund (ETF) product trends as of May 2024 and explores financial #advisors’ adoption of #cryptocurrency. Find out more: https://lnkd.in/evnH2nDK #etfs Matthew Apkarian, CFA

#Advisors plan to increase illiquid #alternative allocations from 2.3% in 2023 to 2.9% through 2025. As they consider greater exposure to alternatives, a range of asset managers is increasingly targeting retail channels to raise capital. Improved access via enhanced liquidity structures and #technology via alternative platforms have opened the market. Reach out to our team to bolster your private wealth playbook: https://lnkd.in/gH3VTZDk Daniil Shapiro, CFA Jared Baucom Bing Waldert

Regulatory requirements and a diminished interest rate revenue in the past five years have created an environment where M&A and #consolidation could drive #corporate strategy. Explore key market themes—advisor succession, the convergence of wealth and #retirement, #technology adoption, #bank acquisition, and more with our latest white paper. Start exploring here: https://lnkd.in/gmHFWTWw Bing Waldert Asher Cheses Michael Rose, MST Scott Smith

Sponsors widely embrace a mission of upgrading their platforms to incent #advisors to adopt a scalable approach to more holistic advice, with progress toward unified managed household capabilities (UMH), which allow for a more thorough approach to #tax optimization, as their second most commonly cited priority (52%). Explore more in our latest Cerulli Report—U.S. #ManagedAccounts 2024: Strengthen and Scale Advisory Solutions: https://lnkd.in/eb9dwifc Scott Smith Michael Manning Jennifer Feugill Hannah Curtis

If you're a #financialadvisor, the process of subscriptions and redemptions remains really challenging. These are complex products, these are expensive offerings, and clients may not be suitable for illiquidity, Daniil Shapiro, CFA said. These are very, very difficult things for financial advisors to get around in order to increase their use of #alternativeinvestment products. Find out more in Financial Advisor Magazine: https://lnkd.in/eQsJuYBW

Summer at Cerulli wouldn't be complete without our fabulous annual ice cream party! It's the perfect way to unwind after working on new research and to connect with our Cerulli family members. #summer #teambonding

Access Cerulli’s latest #webinar to learn more about the structures and channels managers should consider for distribution to the masses, the types of exposures that #wealthmanagers are looking for, and educational and technological resources needed to grow adoption. Download today: https://lnkd.in/eFtTWx8H #alternatives Daniil Shapiro, CFA

The growing adoption of collective #investment trusts (CITs) in the defined contribution (DC) market has raised questions about whether #mutualfunds are heading toward obsolescence. Factors such as pricing, #fee transparency, and investment minimums are just a few variables that shape whether mutual funds will remain a competitive investment vehicle. Find out more in our latest Cerulli Edge—U.S. Retirement Edition: https://lnkd.in/gqpEAuwU Adam Barnett Idin Eftekhari

According to our research, only 2.6% of #advisors recommend #cryptocurrency to their clients, while another 12.1% will use or discuss it at the client’s discretion, up from 1.2% and 10.3%, respectively, a year earlier. Learn more: https://lnkd.in/eW5kF-5T Matthew Apkarian, CFA InvestmentNews