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Cerulli Associates

In PWD coverage since August 18, 2026 · 16+ stories

1Moves on the wire · 12 months

Talent flow · 12 monthsOn the wire →

Advisor

Aug 10 · exec change

PWD coverage

book

The $64,000 inheritance should drive the plan

Most Boomer inheritances run small, making the retirement income plan the real wealth transfer.

exit · Aug 18The premium in RIA deals now goes to fit, not growth

portfolio · Aug 18Fidelity's alts curriculum primes advisors for the private-market push

practice · Aug 18Fidelity's 69% wealth figure argues for two service tracks

practice · Aug 18Heavy AI users report gains that lighter users are missing

portfolio · Aug 18Cerulli sees advisers' private-market assets nearly doubling

exit · Aug 18Cerulli: One in Four Retiring Advisors Face Succession Uncertainty

distribution · Aug 18Hard assets retake the lead as credit fundraising slides 40%

distribution · Aug 18SEC proposal targets state-by-state hurdles for nontraded REITs and BDCs

practice · Aug 18Most of the $124 trillion transfer lands with women

allocators · Aug 18Interval funds drive Cerulli's $2 trillion advisor private-markets forecast

Allocators · Aug 18Specialty evergreen structures are outgrowing interval-fund staples

RIA · Aug 18Schwab and Morgan Stanley push managed accounts into awkward territory

advisers · Aug 18Deep AI Users Report Stronger Profit and Revenue Gains

distribution · Aug 18Morgan Stanley adds interval and tender-offer funds to UMA

vehicles · Aug 18XA projects specialty structures to grow more than 20% a year