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MMI-Cerulli Q1 2023 Advisory Solutions

June 30, 2023



The Q1 2023 edition of MMI-Cerulli Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of March 31, 2023 is available for download. This edition also looks at how asset managers are investigating the addition of SMAs to asset allocation model portfolios because they offer more opportunity for tax-loss harvesting. 

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