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

Private #wealthmanagers manage $822 million, on average, versus $210 million for issue-based planner advisors. Our new #whitepaper, issued with support from Osaic, finds that #advisors specializing in comprehensive #wealthmanagement with all clients have significantly larger average client sizes and AUM per practice. Download your copy today to learn more: https://lnkd.in/eeEu9TeD Andrew Blake Asher Cheses Michael Rose, MST Stephen Caruso

I'm excited to be featured as an industry expert in Hue Partners M&A Confidential speaker series, which will debut later this week! Join Emily Blue, CFA, and me for a wide-ranging conversation about current opportunities and challenges as RIAs uncover new competitive dynamics at scale! Be sure to follow Hue Partners for updates on the release! Cerulli Associates Ryan Halls #RIA #mergersandaquisitions #wealthmanagement

A $12 Trillion Opportunity For Financial Advisors | Ben with Benefits🔓💰 Welcome to the first episode of The Unlock's new show, Ben with Benefits! Ben Carlson, CFA is joined by Shawn O'Brien, CFA, Director of Retirement at Cerulli Associates to discuss the massive opportunities for financial advisors to grow their business in the defined contribution retirement plan space!👇🆕 🎥https://lnkd.in/eegXBiMU Sponsored by: YCharts More from The Unlock🔓https://lnkd.in/eM8fyVcE

Client assets in #managedaccounts continue to climb as #investors and wealth managers increasingly prefer fiduciary relationships. To learn more, check our latest Cerulli Edge—U.S. Managed Accounts Edition: https://lnkd.in/e9Ckqh9w Scott Smith

Whether an #advisor takes the time to understand an individual's goals, needs and risk tolerance (cited by 55% of clients) and whether the advisor looks at an individual's entire #financial picture (49%) are both more frequently identified as a factor rated as being extremely important when choosing an advisor, according to our latest white paper in partnership with Osaic. Read more: https://lnkd.in/eBi2pER6 ThinkAdvisor Andrew Blake John Manganaro

While nearly half of #advisors incorporate ESG strategies into their client #portfolios, the actual impact remains limited, with #ESG considerations influencing only a small percentage of client accounts (6.6%) and practice assets (8.0%). Find out more in our Cerulli Report—U.S. Responsible Investing 2024: Assessing Supply and Demand: https://lnkd.in/gZw3AD5N Michele Giuditta, CFA Gloria Pais

Over the past decade, overall reliance on #financialadvisors has increased significantly among retail investors, and, along with it, the importance of having a #financialplan. According to new research issued by Cerulli Associates, in partnership with Osaic, 53% of households believe that having a written financial plan is important, up from 41% of #retailinvestors as of year-end 2014. Find out about this topic and more in our latest #whitepaper, Financial Planning: Fueling Client and Business Growth: https://lnkd.in/eeEu9TeD Andrew Blake Asher Cheses  Michael Rose, MST

It was a pleasure to sponsor this year's MMI Annual Conference. We hope you enjoyed the three-day event with industry peers as much as we did, and we look forward to next year's conference! Stay in touch and download our complimentary #whitepaper covering the retail #alternatives landscape: https://lnkd.in/eNdDf6Zn Money Management Institute Jared Baucom Andrew (Drew) O'Hearn, CFP® Stephen Caruso Bing Waldert Karleen Fallon Jeremy Fodaski Jennifer Feugill Shawn O'Brien, CFA Scott Smith Michael Manning Matthew Apkarian, CFA Brendan Powers, CFA #MMIAnnualConference

A key takeaway for #platformproviders is that the next #generation of affluent clients, represented by Advice Seekers, have a high and broad set of expectations for the services that should be available to them, said Scott Smith. Read more in ThinkAdvisor: https://lnkd.in/e6WH8GRt