Publications

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

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

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

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