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 advisor efficiency and client satisfaction – the supplement chronicles the evolution and growth of managed solutions since the mid ‘70s. 

Highlights include:

  • a timeline of the history and evolution of managed solutions;
  • a glossary of key terms;
  • profiles of advisors discussing real world client situations and how they were able to address them with advisory products; and
  • a candid roundtable discussion among five senior industry executives exploring where the industry is headed next and how their firms are mobilizing to further enhance the advisor and investor experience with managed solutions.

The supplement ran in the March 31 edition of InvestmentNews and was also featured online in IN’s enewsletter on April 1. MMI thanks the member firms whose financial support made the supplement possible.

View “Managed Solutions: Meeting Today’s Challenges.”