2014 Mid-Year Report

MMI’s mission is to help member firms – and, by extension, the advisory solutions industry – to Connect, Know and Grow. Our strategic business plan, key initiatives and major activities are all carefully aligned and tracked to this objective.

MMI Research Update: Distribution of Alternative Investments through Wirehouses – May 2014

We are pleased to present the third edition of MMI’s research report on the Distribution of Alternative Investments through Wirehouses. The 60-page report, based on mutual fund and ETF data collected exclusively by MMI/Dover Financial from wirehouse firms for year-end 2013, explores trends in the retail distribution of alternative investments in the wirehouse channel and the factors that are driving investor and financial advisor demand for alternatives.

MMI Special Report: The Value of Managed Solutions

In conjunction with InvestmentNews (IN) Custom Media, MMI developed a special advertising supplement on the value of managed solutions titled “Managed Solutions: Meeting Today’s Challenges.” Designed to educate financial advisors across all distribution channels on how advisory solutions can help them provide clients with better investment choices and outcomes  – as well as improve a

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