Publications

MMI-Cerulli Advisory Solutions Quarterly

 
MMI-Cerulli Q3 2022 Advisory Solutions
Thursday, December 22, 2022
The Q3 2022 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of September 30, 2022, is available for download. This edition also looks at the resurgence in client discretionary, Rep-as-Advisor (...
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MMI-Cerulli Q2 2022 Advisory Solutions
Friday, September 23, 2022
The Q2 2022 edition of MMI-Cerulli Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of June 30, 2022, is available for download. Managed account assets declined for the second consecutive quarter in 2Q 2022...
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MMI-Cerulli Q1 2022 Advisory Solutions
Friday, July 8, 2022
MMI and Cerulli Associates announce the release of the Q1 2022 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of March 31, 2022. In Q1 2022, managed account industry assets declined for the...
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MMI-Cerulli Q4 2021 Advisory Solutions
Friday, April 8, 2022
MMI and Cerulli Associates announce the release of the Q4 2021 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of December 31, 2021. On the back of a roaring equity market, managed account...
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MMI-Cerulli Q3 2021 Advisory Solutions
Tuesday, January 4, 2022
MMI and Cerulli Associates announce the release of the Q3 2021 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry. Though managed account assets grew in the third quarter, the 2.4% quarter-over...
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MMI-Cerulli Q2 2021 Advisory Solutions
Friday, October 1, 2021
MMI and Cerulli Associates announce the release of the Q2 2021 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of June 30, 2021. Managed account industry assets closed the second quarter at $9.9...
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MMI-Cerulli Q1 2021 Advisory Solutions
Thursday, June 24, 2021
MMI and Cerulli Associates announce the release of the Q1 2021 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry’s continued record-setting growth. This report also explores why fixed-income managers...
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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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