We’re pleased to present the First Quarter 2023 edition of the MMI Journal of Investment Advisory Solutions. Now in its sixth year, the Journal showcases forward-thinking research reports and articles on key trends that are shaping the future of investment advice and solutions.
The Q4 2022 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of December 31, 2022, is available for download. This edition also looks at how asset managers are evolving their fixed-income managed account offerings as income solutions remain top-of-mind for sponsor firms, financial advisors, and their clients.
The Q3 2022 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of September 30, 2022, is available for download. This edition also looks at the resurgence in client discretionary, Rep-as-Advisor (RA) programs over the last five years driven by national and regional B/Ds.
For the second consecutive year, the report includes a section focusing on financial advisors' perspectives on alternatives based on a joint FUSE Research Network/WealthManagement.com survey. Despite obstacles such as the lack of liquidity, our research shows that the reasons for incorporating alternatives in portfolios remain compelling enough that financial advisors expect their use to continue growing across the major alternative categories.
For the second consecutive year, the report includes a section focusing on financial advisors' perspectives on alternatives based on a joint FUSE Research Network/WealthManagement.com survey. Despite obstacles such as the lack of liquidity, our research shows that the reasons for incorporating alternatives in portfolios remain compelling enough that financial advisors expect their use to continue growing across the major alternative categories.
“Mind the gaps” is an apt warning when it comes to key findings in new research from MMI and Aon in the third year of their Advisory Solutions: Expectations and Experiences series. This flagship research study – based on proprietary surveys of both high-net-worth and mass affluent investors and financial advisors across the United States – explores investor and advisor views of the value of investment advice and how it is delivered.
The Q2 2022 edition of MMI-Cerulli Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of June 30, 2022, is available for download. Managed account assets declined for the second consecutive quarter in 2Q 2022, falling below the $10 trillion mark achieved in 3Q 2021. This 10.2% decrease in assets dwarfs the losses in 1Q 2022 (-2.7%) as the U.S. economy inched toward recession territory in the second quarter.
New research from MMI and Aon in the third report of their 2022 Advisory Solutions: Expectations and Experiences series examines the risks and opportunities for wealth managers in cryptocurrencies and cybersecurity from the perspective of both investors and advisors. The report provides key takeaways and action steps for wealth managers to consider in evaluating the rapidly-evolving crypto space.
New research from MMI and Aon in the second report of their 2022 Advisory Solutions: Expectations and Experiences series examines the digital experience through the lens of both the investor and the advisor. Based on surveys conducted in March 2022, 72% of advisors and 58% of clients prefer simpler, more integrated tools rather than additional features and functionality.
Retirement planning is no longer what it used to be as COVID-19, geopolitical, and economic volatilities continue to disrupt livelihoods around the world. Post-pandemic investor attitudes and markets are also set to pose new challenges for wealth managers and advisors.
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