MMI and Cerulli Associates are pleased to present the year-end 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 and replaces MMI Central. The report offers a quick, easily digested snapshot of the advisory solutions marketplace with insights from the Cerulli research team.
In addition, the MMI-Cerulli Advisory Solutions Data portal on Cerulli’s Lodestar platform has now been updated with Q4 2018 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 new Advisory Solutions Quarterly report as well as the online portal. Please contact us with questions: