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CERULLI ASSOCIATES REPORT

Customized at Scale: A Framework for Next-Generation Advisory Platforms

New research from Cerulli Associates finds that affluent investors want comprehensive, long-term, tax-aware financial planning—and wealth managers need to deliver it. Download the report to find out how to strengthen your client relationships for the future.

 


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For a view of the direct indexing market just a few years ago, check out Cerulli's 2022 report The Case for Direct Indexing: Differentiation in a Competitive Marketplace.


Download Cerulli Report 2025

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Learn more about tax-efficient investing and earn Continuing Education (CE) credits on the Eaton Vance Tax Forward Investing Center.

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