The Performance Paradox: New Research from MMI and State Street - October 2015

The Performance Paradox

Goals-Based Wealth Management – an approach generating much discussion and gaining momentum across the industry – represents a sea change that will transform how the industry defines, measures and delivers performance that is truly “personal” to clients.

For our latest paper on this important topic, MMI has partnered with State Street’s Center for Applied Research on a new research report, “The Performance Paradox.” The report identifies “three Cs” of potential misalignment among advisors, financial organizations, and their clients, and offers recommendations and specific best practice tactics for overcoming them by creating an ecosystem to support the delivery of goals-based advice.