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

Endowments and foundations are expected to lead all institutional channels in OCIO growth, according to new research from Cerulli. https://spr.ly/6046tpetY

A sincere thank you to Building Impact for partnering with us to support military families! Together, we assembled care bundles for those who have traveled to be with their loved ones receiving medical treatment. Let's create a positive impact together! #buildingimpact

Will #modelportfolios and #financialplanning adoption accelerate in 2025? Join Cerulli’s Matthew Apkarian, CFA, and Andrew Blake for new, meaningful insights on what the future holds for the adoption of model portfolios and financial planning offerings as #advisors confront challenges hindering business growth and shift their model toward comprehensive wealth management. Save your spot: https://lnkd.in/eZ4rHDjY #webinar

#Investor confidence in their advice providers’ #fiduciary commitment has grown substantially; however, 40% of #affluentinvestors remain skeptical. Read more in our latest Cerulli Edge—U.S. Retail Investor Edition: https://lnkd.in/eAzb5-nd Scott Smith

What an incredible time at #SchwabIMPACT! The conference was filled with sessions full of innovative ideas and fresh points of view for #financialadvisors looking for practice tips and growth strategies. If you are a financial advisor, consider joining Cerulli’s Advisor Research Collaborative (ARC): https://lnkd.in/e3kKPKnr Thank you to all who attended our session on Tuesday, and we look forward to staying in touch with you: https://lnkd.in/e5eknAAT Matthew Apkarian, CFA Andrew Blake Asher Cheses Schwab Advisor Services Charles Schwab

Over the last several years, the #OCIO model has grown increasingly popular with #assetowners across institutional channels. More than half of asset owners (53%) chose to use an OCIO to improve performance. Learn more in our Cerulli Report—U.S. Outsourced Chief #Investment Officer Function 2024: https://lnkd.in/e7EU47p3 Christopher Swansey

What does it take to transform advisor recruiting and RIA M&A in today’s market? This morning, we wrapped up our incredible 2024 Dynasty Investors Forum with an Informative M&A Breakfast Session hosted by Harris Baltch, Dynasty's Head of Investment Banking. Harris was joined by Stephen Caruso from Cerulli Associates, Lee Minkoff from Renovus Capital Partners, and Sam Anderson from Dynasty to share insights on RIA firm segmentation, the key factors driving top talent recruitment, transition strategies for advisors looking to break away, and how to set realistic expectations around transaction multiples and deal structures. If you are exploring M&A opportunities and looking to connect with the right team, we are here to help. Reach out to our Dynasty Investment Banking team at [email protected] for personalized guidance tailored to your unique needs. Dynasty’s wholly owned subsidiary Dynasty Securities LLC (“Dynasty Securities”) is a U.S. registered broker-dealer and member FINRA/SIPC. Our advisors are independent but not alone. Independence is #PoweredByDynasty #DynastyInvestorsForum #partnership #wealthmanagement #independentfinancialadvisor #RIAs #financialadvisor #financialplanning #businessplanning

More than 66% of #institutional allocators continue to allocate to #ESG products, and more than half of institutions report that their target allocation to #responsibleinvesting and ESG products is higher than their current allocation. Find out more in our latest Cerulli Edge—U.S. Monthly Product Trends, October 2024 Issue: https://lnkd.in/eiVig74h Matthew Apkarian, CFA

About 50% of #advisors consider the training and coaching of newcomers to be a challenge, according to our research. Read more in Barron's Advisor: https://lnkd.in/ekyPeY6T Barron's Stephen Caruso