Check out our latest insights piece covering M&A deal considerations, highlighting the motivations for deals and the segments of the market that will undergo change—wealth management, retirement, wealth management #technology , and alternative #investments : cerulli.com/corner-office-…

#Advisor practices should use a #technology strategy that closely aligns with the types of #clients they serve, the specific services they offer, and how they offer them, Cerulli's Mike Rose said. Read more in InvestmentNews: investmentnews.com/fintech/news/t…

What’s driving the growth of the OCIO channel? What types of services and #investment strategies will be needed as the channel responds to new demand from new #client types? Access our #recording to get your answers to these questions and more: cerulli.com/webinars/us-oc…

According to our latest report, a positive correlation exists between the extent to which a financial advisors’ practice leverages technology, and the amount of time that an advisor spends in client meetings and prospecting for new clients. Learn more: cerulli.com/reports/state-…

Webinar tomorrow! If you service #institutionalinvestors , this #webinar will provide you with important insight into the changing demand for OCIO, the services #OCIOs are seeking for differentiation, and where the channel is ultimately headed. Register: cerulli.com/webinars/us-oc…

In 2022, #investors moved $770 billion into IRAs from 401(k)-type #retirement accounts, up from $404 billion in 2013. Read more in the The Wall Street Journal: wsj.com/personal-finan… #babyboomers anne tergesen

Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the #industry and imperative to the #productrationalization process. Explore more in our latest Cerulli Edge: cerulli.com/press-releases… Matt Apkarian, CFA

Many small OCIOs have turned to #mergers or #acquisitions in order to grow, as the #OCIO space becomes more crowded, Cerulli's Laura Levesque said. To learn more, check out the full article in FundFire: fundfire.com/c/4474094/5840… Sam Heller

What’s driving the growth of the #OCIO channel? What types of services and #investment strategies will be needed as the channel responds to new demand from new #client types? Join us for our views on this increasingly important #institutional intermediary: cerulli.com/webinars/us-oc…

According to our research, 73% of #fundmanagers said they focus on vehicles, such as #ETFs and #collectiveinvestmenttrusts . Another 61% prioritize illiquid #alternative capabilities. Find out more in Ignites: ignites.com/c/4478124/5850… Matt Apkarian, CFA

The OCIO model is seeing more demand than ever as #institutionalinvestors seek to make strategic shifts in asset allocation, address the challenges of inflation, #marketvolatility , and lower-than-expected investment returns. Join our webinar to learn more: cerulli.com/webinars/us-oc…

39% of clients currently working with an #advisor say they prefer to work with an advisor employed by a “large, national organization” such as a #bank , broker-dealer, or #assetmanager , according to our research. Read more in Barron's Advisor: barrons.com/amp/advisor/ar… Barron's

Finally, it's opening day for the Red Sox, and Cerulli Associates couldn't be more thrilled! It's the perfect opportunity to gather with colleagues, indulge in delicious ballpark snacks, and soak up the electric atmosphere of the stadium. #openingday #fenwaypark

More than $84 trillion in wealth has been, or is set to be, transferred by estates big and small between 2021 and 2045, according to our research. Learn more in The Wall Street Journal: wsj.com/personal-finan… #wealthtransfer The Wall Street Journal Ashlea Ebeling

February shaped up to be a gainful month as mutual funds saw net inflows for the first time in over two years, finds the latest U.S. Monthly Product Trends report from Cerulli Associates.

401kspecialistmag.com/mutual-funds-e…

One of the largest criterion for selecting an #advisor is the type of firm that employs the advisor. According to our latest Cerulli Edge—U.S. #ManagedAccounts Edition, brand recognition holds significant weight among affluent #investors . Find out more: cerulli.com/press-releases…

New #webinar ! Join Cerulli for a special update on the rise of the OCIO model. Cerulli’s Laura Levesque, CFA, will provide an overview of what’s driving demand by client type, how #OCIOs are innovating and differentiating, and more. Register now: cerulli.com/webinars/us-oc…

Our latest Cerulli Edge—U.S. Monthly Product Trends analyzes product trends as of February 2024, including #mutualfunds and #ETFs and assesses #institutional investors’ expected allocations to #fixedincome . Explore more: cerulli.com/press-releases… Daniil Shapiro 🇺🇦 Matt Apkarian, CFA

#Mutualfunds also compete with the appeal of separately #managedaccounts , which 'open up the door for personalization' for affluent and high-net-worth #investors , says Cerulli's Brendan Powers. Read more in Financial Advisor IQ: financialadvisoriq.com/c/4463594/5772…

According to our research, 57% of affluent #investors say they would prefer to rely on a single #financial firm to handle the bulk of their needs. Read more in Barron's Advisor: barrons.com/advisor/articl… Barron's