Publications

Perspectives

New MMI Perspectives Interview with John Brett, Pershing
In this interview, John Brett draws on his more than 30 years of experience across a broad spectrum of the financial services industry for a discussion of the evolving role of the managed solutions investment advisor as the product playing field has...
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New MMI Perspectives Interview with Cheryl Nash, Fiserv
For our latest Perspectives interview, MMI sat down with Cheryl Nash, President of Fiserv Investment Services, to discuss the “digital journey,” why generational nomenclature doesn’t work, the importance of “personas” with respect to knowing your...
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New MMI Perspectives Interview with Managed Account Pioneer Len Reinhart
In this wide-ranging MMI Perspectives interview, Len takes us on a 38-year journey from the birth of fee-based advisory accounts through the current industry drive toward goals-based wealth management. Along the way, he offers his unique take on...
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New Perspectives with William Turchyn of Mariner Investment Group: An Insider’s Look at Alternative Investments
The latest entry in MMI’s Perspectives series is a conversation with William Turchyn, a 35-year industry veteran and observer with wide-ranging experience on the asset management and wirehouse sides of the business. Currently a Partner at Mariner...
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New Perspectives with Marilyn Moats Kennedy: Connecting with Different Generations
MMI introduces a new edition in its Perspectives interview series featuring Marilyn Moats Kennedy. Ms. Kennedy, a noted demographer and workplace issues expert, offers her candid assessment of what the financial services industry does right – and...
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A Conversation with John Bowen
Our latest edition of Perspectives features an interview with John Bowen, founder and CEO of CEG Worldwide. Mr. Bowen discusses key findings from research interviews that CEG conducted with senior executives of MMI member firms on what they are...
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From Financial Planner to “Life Transitions Advisor”: A Conversation with Lewis Walker
We are pleased to introduce the latest edition of Perspectives, featuring an interview with Lewis Walker, an independent financial planner and past recipient of the MMI Pioneer award. Lewis discusses how he reoriented his advisory practice to guide...
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A Conversation with Steve Gresham and Jack Sharry
Retirement income planning and delivery is one of the hottest topics in the nancial services industry and, because of its inherent complexity, one of the thorniest. Seen by many as a major opportunity and the ‘next big thing,’ it has nonetheless...
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A Conversation with Paul Hatch
Recently MMI had a unique opportunity—the chance to meet with Paul Hatch, Vice Chairman of Morgan Stanley Smith Barney, for a wide ranging discussion of his views on the wealth management industry. Paul, who retires from MSSB at year end, is a 30-...
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