New Report – Modern Wealth: The Roadmap to Improved Investor and Advisor Outcomes

MMI is pleased to announce the release of a new report, Modern Wealth: The Roadmap to Improved Investor and Advisor Outcomes, that highlights the distinct shift taking place across the advisory industry from discrete products, accounts, and technology tools to integrated, household-level solutions.

The report finds that optimized, household-level wealth management has moved from the realm of "the next big thing" in advice to the new standard. This shift is bringing about new complexities and opportunities for financial services firms as they seek to connect multiple technologies and data sources to better enable advisors to help investors achieve their financial goals.

The report includes quotes from industry-leading platform builders and defines the building-block-dots that wealth management firms must connect to create an integrated platform ecosystem capable of delivering a frictionless experience and improved outcomes for both investors and financial advisors.

Download the full report.

Watch the MMI NetMeeting – Three industry leaders share practical perspectives and lessons learned as various tools, technologies, data, and investments are connected and coordinated to provide household-level platform solutions.

Jack Sharry, Co-Chair, MMI Digitally-Enhanced Advice Committee; EVP, Chief Marketing Officer, LifeYield
Gary Carrai, SVP, Product and Platform Strategy, LPL
Eric Lordi, Managing Director, Morgan Stanley

Note: This NetMeeting has been accepted by Investments & Wealth Institute for 1.0 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA℠ certifications.

If you have questions, please contact MMI at (646) 868-8500.