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.

AchieveNEXT Wealth & Asset Management Industry DEI Outlook Briefing

MM recently partnered with AchieveNEXT -- the leading provider of Peer Advisory Networks and Talent Performance Solutions for mid-market leaders, their teams, and enterprises -- to release the Wealth & Asset Management Industry Diversity, Equity and Inclusion Outlook Briefing. Using the data captured from over 60 executives in the industry, the report reveals a large gap between leaders' perception of their own progress on issues of diversity, equity, and inclusion and actual level of performance in the industry.