Surveys/Studies
Hesitation around artificial intelligence has evaporated rapidly among defined contribution consultant and advisory firms in the past year, according to a recent study.
Artificial intelligence is being deployed increasingly by wealth management firms to enhance advisor productivity while growing advisor headcount, new research reveals.
A new report found that foundations saw double-digit returns for the third consecutive year, marking the longest such streak in one study’s history.
A new study finds that the time saved through outsourcing creates capacity for higher-value work.
As product complexity increases, asset managers are looking to optimize their organizational structures to maintain competitive relevance, according to a new report from Cerulli Associates.
A survey found fewer community foundations are hiring or considering hiring diverse-owned managers, among other findings.
Most investment strategists think artificial intelligence will be a key factor that drives market performance in the second half of 2026 despite headwinds and ongoing uncertainty, a new report finds.
North American institutional investors are expressing strong confidence in active management and taking a holistic approach to portfolio construction to combat market uncertainty, according to a new survey.
Endowments and foundations’ allocations to alternatives have surpassed domestic equity as the largest institutional allocation, while liquidity management and portfolio resilience have become important portfolio themes, according to a recent study.
The registered investment advisor channel is expected to surpass $4 trillion in assets over the next decade as market consolidation continues to accelerate, according to a new report from Cerulli Associates.
