Assets in Investment Advisory Solutions stood at nearly $6.1 trillion at the end of 2017 – up 26% for the year, the largest annual increase since the bounce back following the 2008 financial crisis. Net flows for the quarter showed continued strength at $109 billion – the fifth quarter in a row that inflows have topped $100 billion.
The Q4 2017 edition of MMI Central, MMI’s flagship quarterly data summary, is now available for member download. If you are not familiar with MMI Central, its presents a quick, easily digested overview of the Investment Advisory Solutions space in an executive summary format. Designed to be used in tandem with MMI OnDemand, our interactive research tool, MMI Central succinctly highlights new developments and emerging trends.
This quarter’s edition includes a special look at the continued evolution of advice – and particularly the long-term trend toward simplified delivery and more flexible solutions for both advisors and clients.
For more information about MMI OnDemand or to request access for your firm, please contact Hilary Fiorella at firstname.lastname@example.org.