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