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Cerulli Associates

In PWD coverage since September 23, 2026 · 16+ stories

PWD coverage

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Nuveen closes $13 billion Schroders deal; private-markets book leads the integration

The TIAA-owned manager will keep Schroders separate for 12 to 18 months before reorganizing a $400 billion private-markets book by asset class.

move · Oct 1Fidelity gives sub-$100 million RIAs until June 2027 to grow or move custody

Moves · Oct 1Morgan Stanley advisor Dana Cornell, who oversaw $1 billion, joins Uniting Wealth Partners

practice · Sep 29CD Valet sells advisors $500-a-month access to its CD shoppers

The Close · Sep 29Merrill prices shelf access at up to $1.4 million as Raymond James embeds alternatives

Family Office · Sep 29Northwestern Mutual launches family office unit inside its advisor model

portfolio · Sep 28Raymond James and AssetMark widen private-market access as Gridline flags an infrastructure gap

RIA · Sep 28Cerulli: 73% of RIAs most likely to add junior advisors over two years

The Close · Sep 24The ETF launch machine is running seven times ahead of its assets

The Close · Sep 24The transfer is a governance test. Families are buying paperwork.

distribution · Sep 23CAIS puts seven shelf gatekeepers on its roadmap

practice · Sep 23Consolidation stalls on the calendar and the calculator, not the client

advisers · Sep 23Advisers say they ask for more assets; 71% of clients say they were never asked

The Close · Sep 23The wealth transfer is a rate, and the rate is small

RIA · Sep 23AssetMark adds private equity; the on-ramp is the product

Moves · Sep 23Carson Buys a Succession, Not a $145 Million Book