Publications

MMI-Cerulli Advisory Solutions Quarterly

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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