We are pleased to provide you with MMI’s newest publication, Rebuilding the Advisory Relationship 2009-2010: Solutions, Resources and Support—another paper from our MMI Reports series. Prepared for MMI members by FUSE Research and authors Neil Bathon, Mike Evans and Kevin Keefe, the report presents a careful exami- nation of how successful firms are supporting advisor [...]

There are many people who contributed to the research, development, writing and editing of this research report that we would like to thank and acknowledge. The original research and much of the content of this report was based on the work Jean Sullivan of Dover Financial Research (Dover) conducted over the course of the summer [...]

Over the past 24 months, world markets have faced a perfect storm: a relentless series of events that have hammered the world’s economies and financial markets, and led to a deep global recession and the highest unemployment rate in generations.

Over the past couple of decades, the complexity of investors’ portfolios has grown significantly. Multiple registrations, broader asset classes, and a proliferation of packaged products have combined to make managing wealth a very complicated proposition. In addition, today’s advisors are being called upon not only to add investment return but also to find solutions to [...]

A committee of the Money Management Institute has created two standard messages to be used by sponsors in the fee billing statements they send to investment managers. The trade group for the $1.7 trillion managed accounts industry says the new structured messages standards will allow fund managers to better process the information they receive from [...]

Washington, D.C., March 25, 2010 – MMI, the national organization for the managed investment solutions and wealth management industry, today announced a special tribute it will deliver at the MMI Annual Convention. The MMI Board of Governors will recognize Judy Rice, president of Prudential Investments at the Gateway to Leadership Fundraiser dinner on May 19, [...]

On May 19, 2010 MMI will for the second year recognize firms in the Managed Solutions industry who have demonstrated innovation, growth and long term viability with its first industry awards dinner and celebration. The dinner will be held on the first night of the MMI Annual Conference in New York. Proceeds from this charity [...]

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In November 2009, Curian Capital, LLC surveyed 1,804 independent financial advisors to gauge how the market downturn has impacted their client relationships and portfolio construction strategies. The purpose of the survey was to determine how advisors’ product selection and business development support needs will change in the year ahead.

Learn what institutional investors are saying about alternative investments in the 19-page research report, “The Era of the Investor: New Rules of Institutional Hedge Fund Investing,” developed by SEI and Greenwich Associates.