Publications

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

Jun
13
2019

Produced in conjunction with FUSE Research, the report summary examines the various headwinds faced by the alternative investments industry in 2018 – the volatile market sell-off in the fourth quarter, the general malaise around active management, product rationalization at large distributors, and stiff competition from the largest managers.

MMI Special Reports

Jun
12
2019

Based on data collected by Cerulli Associates in partnership with the Money Management Institute, assets held in managed account programs grew 8.8% during the quarter ending on March 31, 2019, totaling $6.5 trillion.

MMI-Cerulli Advisory Solutions Quarterly

Jun
12
2019

Produced in conjunction with FUSE Research, the report examines the various headwinds faced by the alternative investments industry in 2018 – the volatile market sell-off in the fourth quarter, the general malaise around active management, product rationalization at large distributors, and stiff competition from the largest managers.

MMI Special Reports

Mar
25
2019

This report outlines a practical four-step process for how financial advisors can talk with their clients about sustainable investment. It addresses pervasive industry myths about sustainable investing, disentangles the complicated web of vocabulary used to describe the approach, and provides practical recommendations on how to help clients reach their sustainable investing goals.

MMI Special Reports