Cerulli Associates

For the second year in a row, we have been recognized by the Boston Globe as one of the top places to work in Massachusetts. We are honored to receive this prestigious recognition. Our culture is built on a commitment to our values: people first, entrepreneurialism, intellectual curiosity, and collaboration. Every person from every team—research, sales, marketing, editorial, human resources, and administration—contributes to our everyday success. We are thankful for our dedicated employees who make Cerulli a great place to work. #WorkBoston Boston Globe Media

Net worth coming from inheritance, not earned income, is on the rise. Chayce Horton of Cerulli Associates says this jump is a confluence of three trends. Watch "Wall Street Week" with David Westin tonight at 6 p.m. ET to learn more https://trib.al/VdMjE92

76% of #institutionalinvestors across channels employ passive #equity ETFs. Insurance companies, which have the highest rate of adoption across all ETF types, use active equity and passive fixed-income #ETFs at the same rate (78%). Read more in the Financial Times: https://lnkd.in/eUNe5GJx James Tamposi, CFA Daniil Shapiro, CFA

Over half (52%) of #financialadvisors' clients are aged 50 to 69. #Millennial #advisors (13%) have a higher percentage of #clients under 40 compared to #GenX (10%) and #BabyBoomer (8%) advisors. Find out more in our latest 2024 report, U.S. Advisor Metrics: Adding Services to Scale: https://lnkd.in/eG2RWsZC Andrew Blake

The growing popularity of ETFs among financial advisors, driven by their ease of use, liquidity, and low fees, is creating an opportunity for asset management wholesalers to provide specialized expertise, education, and support to help advisors navigate the evolving ETF landscape and meet client demands. https://lnkd.in/g8YUHsDX

Most small #endowments and #foundations already use #OCIOs, so the entry of large institutions is also a growing opportunity for mid-sized providers, Christopher Swansey said. Read more in FundFire: https://lnkd.in/e-5Tp5Qt

Most (83%) #recordkeepers anticipate that the percentage of wealth #advisors or non-specialist #retirement plan advisors selling plans with their firm will increase over the next three years. Find out more in our newly released Cerulli Report—U.S. Retirement Markets 2024: https://lnkd.in/eXtDKPnA Elizabeth Chiffer

🌟 Session Spotlight: Leading the Charge – Next-Gen Product and Distribution Strategies 🌟 Discover actionable insights to navigate the rapidly evolving investment landscape. This high-level discussion will explore: 🔹 The proliferation of ETFs 🔹 The rise of Tokenized Assets 🔹 The growing popularity of Alternative Products (Alts) 🔹 The shift towards personalized investment solutions 🎤 Speakers: Cheri Belski, EVP & Head of Investment Management Solutions, LPL Financial Brian Partridge, Managing Director, Head of Investment Solutions Specialists, Merrill Lynch Jonathan Kingery, CFP®, AIF®, SVP & Head of US Wealth Management, Franklin Templeton Moderator: Scott Smith, Director, Cerulli Associates 📅 March 5–7, 2025 📍 Nicsa’s 2025 Strategic Leadership Forum – Fort Lauderdale Marriott Harbor Beach Resort & Spa 🔗 Register now: https://lnkd.in/e_GimVYx Don’t miss this opportunity to stay ahead of the curve! #NicsaSLF #Leadership #Innovation #AssetManagement #WealthManagement

What is the “great wealth transfer,” and who will benefit from it? Join our very own Chayce Horton as he speaks with Mitchell Hartman on Marketplace by APM about Cerulli's forecast, predicting that over the next 25 years, $124 trillion will be transferred from older generations to younger ones. Tune in to hear the full story: https://lnkd.in/eiwNvjuT #greatwealthtransfer NPR

More than $2.5 trillion in household wealth will be handed down this year. That will jump to $4 trillion by 2036 and $5 trillion by 2045, according to Cerulli Associates . The face of wealth is about to change, with more women, millennials and inheritors. Wealth management firms will need to recruit more women and younger advisors to adapt: “It’s mirroring the advisory practice with the client,” said Chayce Horton . The latest from my Inside Wealth newsletter. Sign up here! www.cnbc.com/insidewealth