New MMI-FUSE Report: Direct Indexing: The Democratization of Customized Portfolio Management

MMI is pleased to present a new report produced in conjunction with FUSE Research Network, Direct Indexing: The Democratization of Customized Portfolio Management.

The first paper in a two-part series, the report examines the factors driving the surge of industry interest in – and activity centered around – direct indexing. While direct indexing has been available to HNW clients and institutional investors for decades, the advent of commission-free trading and fractional shares, coupled with advances in technology, has helped to bring the strategy down market to retail investors.

Demand for Financial Advice has Increased Substantially Along With Client Expectations

Data shows that delivering a carefully considered financial plan that effectively addresses clients’ needs typically translates to higher levels of financial assurance and a better overall experience. Aon’s latest research in partnership with the Money Management Institute (MMI) — which surveyed 1,500 investors and 1,405 financial advisers across the U.S.

New MMI-Aon Research: Firm-Provided Resources

Client and advisor expectations with respect to technology have been heightened during the pandemic – making the digital tools and resources that a firm provides critical to the satisfaction and engagement of both clients and advisors. Approximately two-thirds of clients are open to conducting more wealth management activities using a combination of online and offline channels with their advisor, reserving in-person meetings for more complex discussions.

MMI-Cerulli Q2 2021 Advisory Solutions

MMI and Cerulli Associates announce the release of the Q2 2021 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of June 30, 2021. Managed account industry assets closed the second quarter at $9.9 trillion, and net flows grew for the fifth consecutive quarter to $256 billion. UMA and RPM programs remained the two most popular by net flows ($84.0 billion and $80.3 billion respectively), and attracted 64% of total managed account industry flows in the second quarter.

Third Quarter 2021 Edition of the MMI Journal of Investment Advisory Solutions

MMI is pleased to announce the Third Quarter 2021 edition of the MMI Journal of Investment Advisory Solutions, a compendium of research reports and articles on some of the hottest topics in the advisory solutions space. Developed to provide MMI members with informed perspective from industry thought leaders, this edition addresses these major topics.

New Research from the Money Management Institute and Aon Finds Digital Leadership Helps Wealth Management Firms Maintain Client Satisfaction Levels Through the COVID-19 Pandemic

The Money Management Institute (MMI) and Aon have released new research from the second tranche of their Advisory Solutions: Expectations and Experiences series. In findings from the second report in this year’s four-part series, client satisfaction was strongly linked to a firm’s digital capabilities during the challenging COVID-19 pandemic environment.

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