MMI and Cerulli Associates are pleased to present the latest edition of Advisory Solutions Quarterly, which shows that assets held in advisory solutions programs grew 4.1% to $6.8 trillion during the quarter ended June 30, 2019.
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 for MMI members. This edition also looks at the time and technology resources required to develop a consolidated managed account platform and why firms may want to consider rolling out the initiative in stages as a way to build advisor support.
In addition, the MMI-Cerulli Advisory Solutions Data portal on Cerulli’s Lodestar platform has now been updated with Q2 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: