Special thanks to Morningstar for having me for a live podcast yesterday. Was a great conversation and opportunity to share insights.

The Investment Product Institute Roundtable 2025, hosted by @iimag, was a great event! @MattAtCerulli and Scott Smith offered valuable insights on developments in #investment vehicles for #retail and #institutional channels. Stay connected with us! https://t.co/dpa1XdpZT6

98% of #financialadvisors (those who allocate at least 10% to ETFs) use index-based products, with another 33% reporting they use index provider content. To learn more, download our latest white paper in partnership with @SPDJIndices: https://t.co/qlf0ZiI1qk @MattAtCerulli

#Advisers increasingly have a preference for #assetmanagement models. There are more #models available and advisers have manager preferences, @MattAtCerulli stated. Find out more in @FT:

The Investment Product Institute Roundtable 2025, hosted by @iimag, is in two days! Join @MattAtCerulli and Scott Smith as they discuss key developments in investment vehicles for retail and institutional channels. See you there! https://t.co/yItejgMueh

@MattAtCerulli enjoyed speaking at the CIO Roundtable, hosted by @iimag! It was great to discuss emerging trends in #investment product development and their influence on management decisions at #assetmanagement firms. Looking forward to the next event! https://t.co/dpa1XdpZT6

Cerulli's @MattAtCerulli is pleased to speak at the Chief Investment Officer Roundtable, sponsored by @iimag. This event will cover the essential leadership and investment skills CIOs need in today's complex asset management landscape. See you there! https://t.co/AzIY2oBjJ7

Join us at the CIO Roundtable on February 26 at 8:30 a.m. ET for “My Shiniest New Toy: Investment Product Edition,” moderated by @MattAtCerulli. This discussion will focus on emerging trends that are shaping #investment product development and more. https://t.co/AzIY2oALTz @iimag

Upcoming Webinar! 🚀 Join Cerulli’s Stephen Caruso on Wednesday, March 5, at 11:00 am ET for Cerulli’s lens into the trends driving channel growth and transformation. Register today: https://t.co/FFxnYpslBR

Our latest Cerulli Edge analyzes #mutualfund and ETF product trends as of October 2024 and explores how fee-based advisory programs have become the dominant retail #wealthmanagement engagement model. Read more: https://t.co/ei5aQ4DdHE @daniilatcerulli @MattAtCerulli

Download our latest #webinar! Hear from @MattAtCerulli and @AndrewAtCerulli as they unveil their new perspectives on #financialadvisors and share innovative strategies for achieving scale, efficiency, and differentiation. Access our recording here: https://t.co/XW2BCZkyva

Don’t miss out! Join Cerulli for our last 2024 webinar, discussing our projections for how #financialadvisors will address scale, efficiency, and client growth goals as they transition to an operating environment. Register: https://t.co/XW2BCZkyva @MattAtCerulli @AndrewAtCerulli

Will #modelportfolios and #financialplanning adoption accelerate in 2025? Join @MattAtCerulli and @AndrewAtCerulli for our answers to this question and more on December 3. Save your spot: https://t.co/XW2BCZl6kI #webinar

2025 is almost here and many #financialadvisors are taking a fresh look at practice efficiency, client acquisition, and opportunities for scale. Join @MattAtCerulli, and @AndrewAtCerulli for our views on the areas of practice and more. Register today: https://t.co/XW2BCZkyva

Are you attending the #SchwabIMPACT conference? Grab your seat and listen to Cerulli’s session, Delivering More for Less: How #Advisors Create Better Client Experiences Amid a Need to Scale, to hear from, @AndrewAtCerulli and @MattAtCerulli: https://t.co/sg7PMBbit3 @CharlesSchwab

#Financialadvisors are prioritizing the use of #modelportfolios over FoFs. The value and level of customization offered by model portfolios is appealing to both financial advisors and asset managers. Explore more in our Cerulli Report: https://t.co/QWTFICGf67 @MattAtCerulli

According to our new research, in partnership with @osaic_inc, 53% of households agree 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: https://t.co/RVcUPExq7I

It was a pleasure to sponsor this year's MMI Annual Conference! Stay in touch and download our complimentary #whitepaper covering the retail #alternatives landscape: https://t.co/jETf7pd4Hl

Cerulli’s Advisor Research Collaborative (ARC) is the largest financial advisor research network in the U.S. Join the 2,000+ financial advisors who regularly participate in the Collaborative to benefit from shared insights and recommendations. Join today: https://t.co/vFPFVgPWSx

#Assetallocation model portfolio assets continue to grow as #advisor practices shift the way they construct client portfolios and are projected to reach $2.9 trillion by 2026. Learn more in our latest report: https://t.co/RMS8AGM2PI @MattAtCerulli

The average #ETF allocation in #clientportfolios is expected to increase by 3.8 percentage points to reach 25.4% by year-end 2026 and the average #mutualfund allocation is expected to decrease by 4.7 percentage points to fall to 24%. Find out more from @MattAtCerulli below!