Publications

MMI-Cerulli Advisory Solutions Quarterly

MMI-Cerulli Q4 2020 Advisory Solutions
Thursday, April 1, 2021
MMI and Cerulli Associates announce the release of the Q4 2020 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of December 31, 2020. Managed account industry assets surpassed $8 trillion for the...
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Advisory Solutions Quarterly – Q3 2020
Friday, December 18, 2020
MMI and Cerulli Associates announce the release of the Q3 2020 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry’s continued rebound during the third quarter from the COVID-19-induced market collapse...
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Advisory Solutions Quarterly – Q2 2020
Monday, September 21, 2020
Based on data collected by Cerulli Associates in partnership with the Money Management Institute, the managed accounts industry experienced a strong recovery from the COVID-19-induced market collapse, growing 13.1% during 2Q 2020.
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Advisory Solutions Quarterly – Q1 2020
Thursday, June 18, 2020
Based on data collected by Cerulli Associates in partnership with the Money Management Institute, it is clear that during the quarter ending March 31, 2020, the onset of COVID-19 in the U.S. took a significant toll on the managed account industry,...
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Advisory Solutions Quarterly – Q4 2019
Monday, March 23, 2020
MMI and Cerulli Associates announce the release of the Q4 2019 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of December 31, 2019. In addition, the MMI-Cerulli Advisory Solutions Data portal...
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Advisory Solutions Quarterly – Q3 2019
Tuesday, December 17, 2019
Based on data collected by Cerulli Associates in partnership with the Money Management Institute, inflows, plus market appreciation, resulted in assets held in managed account programs growing 2.3% to a total of $6.96 trillion during the quarter...
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Advisory Solutions Quarterly – Q2 2019
Tuesday, September 17, 2019
Based on data collected by Cerulli Associates in partnership with the Money Management Institute, assets held in managed account programs grew 4.1% to $6.8 trillion during the quarter ending on June 30, 2019.
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Advisory Solutions Quarterly – Q1 2019
Wednesday, June 12, 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...
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Advisory Solutions Quarterly – Q4 2018
Thursday, March 21, 2019
Based on data collected by Cerulli Associates in partnership with the Money Management Institute, assets held in managed account programs shrank 7.4% during the quarter ending on December 31, 2018, totaling $6.1 trillion. This $6.1 trillion in...
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Advisory Solutions Quarterly – Q3 2018
Friday, December 7, 2018
Based on data collected by Cerulli Associates in partnership with the Money Management Institute, assets held in managed account programs grew 4.5% during the quart er ending on September 30, 2018, totaling $6.5 trillion. This $6.5 trillion in...
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