Publications

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

The fourth paper in the 2020 four-part series—which surveyed 1,500 high-net-worth individuals (HNWIs) and 1,077 advisors across the US—explores the success profile of top-performing advisors. This topic takes on even more importance with many firms revisiting 2020 expectations and strategies amidst the COVID-19 pandemic that has disrupted many aspects of the advisor/client dynamic.

MMI-AON Expectations and Experiences

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

The third paper in the 2020 four-part series—which surveyed 1,500 high-net-worth individuals (HNWIs) and 1,077 advisors across the US—explores the role technology can play in advancing client-centric organizations. In fact, with virtual wealth options proving indispensable during the COVID-19 crisis to clients and advisors alike, firms can be more confident than ever of overcoming the usual objections and stating their case for using new tools.

MMI-AON Expectations and Experiences

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

The second paper in the 2020 four-part series—which surveyed 1,500 high-net-worth individuals (HNWIs) and 1,077 advisors across the US—uncovers clients’ evolving expectations around financial planning. Amidst the COVID-19 pandemic, the challenge is even greater, with the demand for advisor insight and planning capabilities increasing and the mechanisms available to advisors to deliver evolving.

MMI-AON Expectations and Experiences