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 2.3% to $6.96 trillion during the quarter ended September 30, 2019.
Download Advisory Solutions Quarterly – Q3 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 how proprietary asset allocation model portfolios – free of strategist and platform fees – are growing in popularity.
In addition, the MMI-Cerulli Advisory Solutions Data portal on Cerulli’s Lodestar platform has now been updated with Q3 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: