Publications

Mar
21
2019

Based on data collected by Cerulli Associates in partnership with the Money Management Institute, assets held in managed account programs shrank 7.4% during the quarter ending on December 31, 2018, totaling $6.1 trillion.

MMI-Cerulli Advisory Solutions Quarterly

Mar
3
2019

The report highlights the distinct shift taking place across the advisory industry from discrete products, accounts, and technology tools to integrated, household-level solutions.

MMI Special Reports

Mar
3
2019

The report highlights the distinct shift taking place across the advisory industry from discrete products, accounts, and technology tools to integrated, household-level solutions.

MMI Special Reports

Feb
7
2019

The Q4 2018 edition of the MMI Journal of Investment Advisory Solutions, addresses four key topics – advisory data and insights, the evolution of client engagement models, fintech as an enabler, and the future of ESG and sustainable investing.

MMI Journal of Investment Advisory Solutions

Dec
7
2018

Based on data collected by Cerulli Associates in partnership with the Money Management Institute, assets held in managed account programs grew 4.5% during the quart er ending on September 30, 2018, totaling $6.5 trillion.

MMI-Cerulli Advisory Solutions Quarterly

Nov
13
2018

The rising influence of the home-office at broker-dealers is forcing asset managers to place more importance on covering the research teams within these groups. To provide better understanding of home-office research teams and how they function, MMI and FUSE Research Network teamed up to conduct a new research study focused on the dynamics of distributor due diligence teams.

MMI Special Reports

Sep
14
2018

Advisory assets continue to move in lockstep with the markets, crossing $6.3 trillion and reaching a record-high at the end of the second quarter.

MMI Central Archive

Jul
31
2018

Just released! The second edition of the MMI Journal of Investment Advisory Solutions, covers four main topics – advisory data and insights, the future of ESG and sustainable investing, the impact of leading-edge technologies, and distribution efficiency in a lower fee environment.

MMI Journal of Investment Advisory Solutions

Jul
11
2018

Produced this year in conjunction with FUSE Research, this report summary analyzes proprietary data provided by MMI member firms on both traditional and liquid alternative investments, making it unique within the industry.

MMI Special Reports

Jul
11
2018

Produced this year in conjunction with FUSE Research, this report analyzes proprietary data provided by MMI member firms on both traditional and liquid alternative investments, making it unique within the industry.

MMI Special Reports