Publications

Jun
18
2020

This article is part of a four-part series—based on proprietary research by the Money Management Institute and Aon—that explores both investor and advisor views of the value of investment advice and how it is delivered.

MMI Special Reports

Jun
18
2020

Based on data collected by Cerulli Associates in partnership with the Money Management Institute, it is clear that during the quarter ending March 31, 2020, the onset of COVID-19 in the U.S. took a significant toll on the managed account industry, as assets under management (AUM) fell 13% to $6.46 trillion.

MMI-Cerulli Advisory Solutions Quarterly

May
14
2020

This article is part of a four-part series-- based on proprietary research by the Money Management Institute and Aon -- that explores both investor and advisor views of the value of investment advice and how it is delivered. The complete series will explore the gaps that have emerged between client expectations and advisor and firm delivery in the following areas: Personal Values, Financial Planning, Digital Tools, and Advisor Success Models.

MMI Special Reports

May
14
2020

The MMI-Aon research program, entitled Advisory Solutions: Expectations and Experiences, is based on extensive surveys of investor and advisor views of the value of investment advice and how it is delivered. The findings uncover significant disconnects in advisory solutions delivery and suggest ways for firms to address the gaps, improve the client experience with advisory accounts, and encourage successful advisor behavior.

MMI Special Reports

Mar
23
2020

MMI and Cerulli Associates announce the release of the Q4 2019 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of December 31, 2019. In addition, the MMI-Cerulli Advisory Solutions Data portal on Cerulli’s Lodestar platform has now been updated with Q4 2019 data. 

MMI-Cerulli Advisory Solutions Quarterly

Jan
29
2020

The First Quarter 2020 edition of the MMI Journal of Investment Advisory Solutions, addresses these areas – the future of advice, the digital revolution, unlocking the potential of ESG and sustainable investing, and other thought-provoking topics of special interest to the investment advisory community.

MMI Journal of Investment Advisory Solutions

Dec
17
2019

Based on data collected by Cerulli Associates in partnership with the Money Management Institute, inflows, plus market appreciation, resulted in assets held in managed account programs growing 2.3% to a total of $6.96 trillion during the quarter ending on September 30, 2019. 

MMI-Cerulli Advisory Solutions Quarterly

Sep
18
2019

With asset managers facing an uphill battle to gather assets, it is more important than ever for firms to structure and support their salesforces properly. To examine what differentiates successful salesforces in the field, MMI partnered with FUSE Research on a research project to uncover the strategies and behaviors of effective sales organizations. The findings of this research are presented in a new report, Habits of a Successful External Wholesaler.

MMI Special Reports

Sep
17
2019

Based on data collected by Cerulli Associates in partnership with the Money Management Institute, assets held in managed account programs grew 4.1% to $6.8 trillion during the quarter ending on June 30, 2019.

MMI-Cerulli Advisory Solutions Quarterly

Jul
18
2019

The Third Quarter 2019 edition of the MMI Journal of Investment Advisory Solutions, addresses five key topics – the future of advice, less liquid/illiquid structures, the digital revolution, unlocking the potential of ESG and sustainable investing, and distribution efficiency in a lower fee environment.

MMI Journal of Investment Advisory Solutions