Publications

Oct
4
2022

“Mind the gaps” is an apt warning when it comes to key findings in new research from MMI and Aon in the third year of their Advisory Solutions: Expectations and Experiences series. This flagship research study – based on proprietary surveys of both high-net-worth and mass affluent investors and financial advisors across the United States – explores investor and advisor views of the value of investment advice and how it is delivered. 

MMI-AON Expectations and Experiences

Sep
23
2022

The Q2 2022 edition of MMI-Cerulli Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of June 30, 2022, is available for download. Managed account assets declined for the second consecutive quarter in 2Q 2022, falling below the $10 trillion mark achieved in 3Q 2021. This 10.2% decrease in assets dwarfs the losses in 1Q 2022 (-2.7%) as the U.S. economy inched toward recession territory in the second quarter.

MMI-Cerulli Advisory Solutions Quarterly

Aug
25
2022

New research from MMI and Aon in the third report of their 2022 Advisory Solutions: Expectations and Experiences series examines the risks and opportunities for wealth managers in cryptocurrencies and cybersecurity from the perspective of both investors and advisors. The report provides key takeaways and action steps for wealth managers to consider in evaluating the rapidly-evolving crypto space. 

MMI-AON Expectations and Experiences

Aug
10
2022

New research from MMI and Aon in the second report of their 2022 Advisory Solutions: Expectations and Experiences series examines the digital experience through the lens of both the investor and the advisor. Based on surveys conducted in March 2022, 72% of advisors and 58% of clients prefer simpler, more integrated tools rather than additional features and functionality.

MMI-AON Expectations and Experiences

Jul
27
2022

Retirement planning is no longer what it used to be as COVID-19, geopolitical, and economic volatilities continue to disrupt livelihoods around the world. Post-pandemic investor attitudes and markets are also set to pose new challenges for wealth managers and advisors.

MMI-AON Expectations and Experiences

Jul
8
2022

MMI and Cerulli Associates announce the release of the Q1 2022 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of March 31, 2022. In Q1 2022, managed account industry assets declined for the first time since Q1 2020, as market uncertainty stung equity markets. Despite this turbulence, flows remained strong, and total industry assets remained above the $10 trillion threshold.

MMI-Cerulli Advisory Solutions Quarterly

Apr
26
2022

As MMI kicks off its 25th anniversary celebration, we’re pleased to present the First Quarter 2022 edition of the MMI Journal of Investment Advisory Solutions. Now in its fifth year, the Journal showcases forward-thinking research reports and articles on key trends that are shaping the future of investment advice and solutions.

MMI Journal of Investment Advisory Solutions

Apr
8
2022

MMI and Cerulli Associates announce the release of the Q4 2021 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of December 31, 2021. On the back of a roaring equity market, managed account assets closed out 2021 at an all-time high of $10.7 trillion. Industry assets grew 5.9% during Q4 compared to growth of 2.4% in Q3, although flows were more muted at $177 billion compared to $213 billion in Q3.

MMI-Cerulli Advisory Solutions Quarterly

Jan
4
2022

MMI and Cerulli Associates announce the release of the Q3 2021 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry. Though managed account assets grew in the third quarter, the 2.4% quarter-over quarter growth is less than one third of the 7.9% expansion the industry experienced during 2Q 2021. An equity market pullback in September 2021, as well as slightly more muted net flows, created a third quarter of modest growth.

MMI-Cerulli Advisory Solutions Quarterly

Nov
22
2021

The first paper in a two-part series produced by MMI and FUSE Research Network, 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.

MMI Special Reports