Publications

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.

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.

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.

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.