MMI is pleased to announce the First Quarter 2020 edition of the MMI Journal of Investment Advisory Solutions, a compendium of research reports and articles on some of the hottest topics in the advisory solutions space.
Developed to provide MMI members with informed perspective from industry thought leaders, this edition addresses these major topics.
- The Future of Advice – the push to integrate planning and investments to deliver personalized advice and outcome-based solutions
- The Digital Revolution – how the intersection of cutting-edge technology and data is rapidly redefining traditional processes, roles, and relationships across the client experience spectrum
- Unlocking the Potential of ESG and Sustainable Investing – what’s needed to move the needle in terms of advisor adoption and practice integration
- Special Interest – thought-provoking topics that advance knowledge and discussion within the investment advisory community
Look for insightful reports and articles from Artivest, Bain & Company, Broadridge, F2 Strategy & MyVest, Horizon Investments, MMI & The Investment Integration Project (TIIP), Morgan Stanley Institute for Sustainable Investing, Northern Trust Asset Management, Pembrook Capital Management, Voya, and WealthConductor LLC, courtesy of 3D Asset Management.
We trust you will find this new edition a valuable resource and welcome your feedback.
Article submissions and questions about the Journal can be directed to Joan Lensing at firstname.lastname@example.org or (646) 868-8500.