Advisory Solutions Quarterly – Q1 2019

Based on data collected by Cerulli Associates in partnership with the Money Management Institute, assets held in managed account programs grew 8.8% during the quarter ending on March 31, 2019, totaling $6.5 trillion. This $6.5 trillion in industry assets represents the aggregated total held by distributors and financial advisors for clients within separate account programs, mutual fund advisory (MFA) programs, exchange-traded fund advisory (ETFA) programs, rep-asportfolio-manager (RPM) programs, rep-as-advisor (RA) programs, and unified managed account (UMA) programs. 

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Wednesday, June 12, 2019