MMI and Cerulli Associates are pleased to present the Q1 2019 edition of Advisory Solutions Quarterly, the quarterly data summary for MMI members.
With the transition of MMI’s industry data platform to Cerulli, this joint publication showcases the combined MMI-Cerulli data sets, offering a quick, easily digested snapshot of the advisory solutions marketplace. This edition also looks at the growing interest in ESG solutions among retail investors being felt at the advisor and home office levels and what the managed account industry must do to capitalize on this emerging demand.
In addition, the MMI-Cerulli Advisory Solutions Data portal on Cerulli’s Lodestar platform has now been updated with Q1 2019 data. As a reminder, MMI members that contribute their advisory solutions data to Cerulli on a quarterly basis have access to this online portal. It allows users to take a deeper dive into the MMI-Cerulli dataset – with the ability to sort, filter and export the data for business planning and presentation purposes.
We encourage you to take full advantage of the Advisory Solutions Quarterly report as well as the online portal. Please contact us with questions: