MMI and Cerulli Associates announce the release of the Q3 2020 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of September 30, 2020. Managed account industry assets ballooned to $7.8 trillion at the end of the third quarter, having expanded 12.3% during the past year and 20.5% over the last two years. Net flows for the quarter bounced back to $115.5 billion, approaching pre-COVID levels, with UMA flows leading the way at $32.4 billion.
The Money Management Institute is excited to announce the re-launch of our Continuous Learning Center (CLC) and a special introductory offer. This virtual and cloud-based learning platform now incorporates the best of digital programming across conferences, webinars, and formal educational courses created by MMI and in partnership with industry and learning leaders.
The Money Management Institute and Barron’s today announced the winners of the 2020 MMI/Barron’s Industry Awards at a special virtual ceremony during MMI’s 2020 Annual Conference. Now in its twelfth year, the Industry Awards recognize innovation and achievement in the investment advisory solutions industry over the past year.
MMI and Cerulli Associates announce the release of the Q2 2020 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of June 30, 2020. The managed accounts industry experienced a strong recovery from the COVID-19-induced market collapse, increasing 13.1% during the second quarter. The “V-shaped” recovery of the financial markets drove assets back to $7.3 trillion – just slightly below the record high of $7.4 trillion at the end of 4Q 2019.
Executive-level certification provides investment leaders with training and networking opportunities to advance their careers and organizations
The meaning of client-centricity is changing – a trend which has been accelerated by the COVID-19 pandemic. Clients increasingly want their advisors to connect their financial plans to their personal values. To do this at scale, the most successful advisors across all age groups are embracing the productivity-enhancing technology and wealth management tools made available by their firms.
2020 MMI/Barron's Industry Awards
Nominations Open Through 5PM on Tuesday, September 8
This week, MMI is pleased to welcome 52 exceptional individuals into its 2020 Leadership Pathway class. In what has been a year of extraordinary change for our industry, our country, and the world at large, it is exciting to see the extremely high caliber of this group of future industry leaders.
2020 has been a year like no other – and this year’s Annual Conference will be unlike any MMI event you’ve ever attended.
For all the obvious reasons, MMI has made the decision to host this year’s event virtually. Like you, we will miss the excitement and collegiality of getting together in person, but we’re leaning into our conference theme of Embracing Waves of Change.
There is a strong relationship between highly satisfied clients and the perception that the firm they are working with is a digital leader. Yet over half of clients are unaware of many of the investment and planning tools that their wealth management firm makes available to them.