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

As the baton of wealth is inherited by younger generations, the heirs of wealthy families are taking a more active role in the impact they seek to create in the world by using the traditionally monolithic family office for more innovative, value-based investments. ➡️ The great wealth transfer is in full swing as over $100 trillion is projected to be passed down from the older generations to their heirs through 2048 in the United States, according to a December report by research and consulting firm Cerulli Associates. Scroll to find out how Gen X and millennials are changing the face of the traditional office. Read CNBC Make It reporter Ernestine Siu’s full report here: cnb.cx/4iVJ1vn

#Insurance general accounts are leading the #institutional embrace of ETFs, with a net 40% of them aiming to up their #ETF allocations, while a net 25% see cutting their exposure to #mutualfunds, according to our research. Learn more in Financial Advisor Magazine: https://lnkd.in/eW_NkFjZ James Tamposi, CFA Christopher Swansey

Happy New Year! As we enter this new year, it's the perfect time to set inspiring #resolutions. Whether it's prioritizing self-care, focusing on fitness, or pursuing a new hobby, let's make #2025 our best year yet! #newyear

85% of #financialadvisors are not currently using or discussing #cryptocurrency with their clients, according to our research. Find out more in CNBC: https://lnkd.in/eNuXFbDS Matthew Apkarian, CFA Brendan Powers, CFA

As demand for #ETFs continues to grow, advisors are turning to wholesaler connections—directly or through their home office—for product information and greater support. Nearly half (41%) of #advisors consider competitive product information from wholesalers very valuable, followed by access to #portfoliomanagers or product specialists (32%). Explore more in our latest Cerulli Edge: https://lnkd.in/ejxnHmC3 Daniil Shapiro, CFA

Happy Holidays from all of us at Cerulli! We hope your season is filled with joy, laughter, and lots of quality time with your loved ones. Wishing you health and happiness as you celebrate with family and friends! #happyholidays

The proportion of net worth derived from #inheritance, rather than earned income, is on the rise. Cerulli's Chayce Horton explains that this trend results from a combination of three factors. Watch "Wall Street Week" with David Westin to learn more about the “Great Wealth Transfer”: https://lnkd.in/enVTvrF9 Bloomberg News Bloomberg Television #bloomberg #greatwealthtransfer

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