Publications

May
10
2021

The wealth management and asset management industries are undoubtedly entwined, and their mutual reliance leads to an interesting power dynamic that rarely reaches an equilibrium. Currently the balance of power sits with wealth management firms, as fee compression and competition for distribution relationships force asset managers to consolidate and adapt.

MMI Special Reports

Apr
1
2021

MMI and Cerulli Associates announce the release of the Q4 2020 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of December 31, 2020. Managed account industry assets surpassed $8 trillion for the first time in history, closing the year at $8.7 trillion. Total industry flows also grew in Q4 2020, increasing 52.1% from Q1 2020 and reaching $159.6 billion, their highest level since 2017.

MMI-Cerulli Advisory Solutions Quarterly

Mar
10
2021

The First Quarter 2021 edition of the MMI Journal of Investment Advisory Solutions, addresses these areas – the “next” normal, the acceleration of digitalization, the continued evolution of ESG investing, and other thought-provoking topics of special interest to the investment advisory community.

MMI Journal of Investment Advisory Solutions

Dec
18
2020

MMI and Cerulli Associates announce the release of the Q3 2020 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry’s continued rebound during the third quarter from the COVID-19-induced market collapse.

MMI-Cerulli Advisory Solutions Quarterly

Oct
30
2020

This report evaluates investment risks that goes beyond ESG-focused investment and provides an overview of the differences in two investment approaches and outlines seven scenarios with the obstacles investors may confront and need to overcome in their transition to system-level investment.

MMI Special Reports

Sep
21
2020

Based on data collected by Cerulli Associates in partnership with the Money Management Institute, the managed accounts industry experienced a strong recovery from the COVID-19-induced market collapse, growing 13.1% during 2Q 2020.

MMI-Cerulli Advisory Solutions Quarterly

Aug
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.

MMI Special Reports

Jul
14
2020

Now in its ninth year, the 2020 edition of Retail Distribution of Alternative Investments examines alternative investment trends across retail distribution channels, based on the Money Management Institute’s (MMI) proprietary traditional and liquid alternative data collected from MMI member firms. Throughout this report, supplemental third-party data is presented to reinforce underlying trends.

MMI Special Reports

Jul
14
2020

Now in its ninth year, the 2020 edition of Retail Distribution of Alternative Investments examines alternative investment trends across retail distribution channels, based on the Money Management Institute’s (MMI) proprietary traditional and liquid alternative data collected from MMI member firms.

MMI Special Reports

Jul
9
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