NetMeeting Archive

May
19
2020
MMI NetMeeting - Advisory Solutions: Expectations and Experiences

Replay | MMI NetMeeting

Surprising gaps between client expectations and firm delivery continue to challenge the wealth management industry and inhibit client value. New research from MMI and Aon debunks persistent myths about client attitudes and delves into these gaps, which are being amplified by the COVID-19 crisis.   


May
6
2020
MMI NetMeeting - The Prominent Role Annuities are Playing in Turbulent Markets and Household Solutions

Replay | MMI NetMeeting

In times of turmoil, investors pursue a flight to safety, seeking comfort by managing risk and, given market volatility, they also need to address taxes. Innovative annuity products combined with advanced technology can offer investors a better chance to preserve their nest eggs and be in a stronger position when things return to what will be the next new normal. 


Dec
13
2019
MMI NetMeeting - The Boundaries of Financial Advice: When Clients Need More Risk to Reach Their Goals

Replay | MMI NetMeeting

The growing demand for financial planning and formalized advice has given rise to a debate within the financial planning community: whether to take an “authoritative” approach to investing to achieve a client’s goals regardless of the level of risk, or adopt an “accommodative” approach that’s in line with the client’s stated risk tolerance, but that won’t be sufficient to achieve his or her goals.


Nov
7
2019
MMI NetMeeting - Changing the Conversation With Your Clients: Transitioning to Objectives-based Investing

Replay | MMI NetMeeting

Based on the tenets of objectives-based investing, sound portfolio construction begins with aligning clients’ assets to their goals. To deliver successful outcomes, advisors and investors have to consider a broader array of risks and objectives than just tracking a benchmark.


Oct
8
2019
MMI NetMeeting - The Institutionalization of Asset Management Distribution

Replay | MMI NetMeeting

Asset management distribution organizations now face off against intermediary buyers – whether they be broker-dealer investment research teams, independent consultants, or individual advisory practices – with the sophistication of large institutional asset owners. As the investment process in the intermediary marketplace becomes more “institutionalized,” asset managers must adapt their retail distribution model and practices to survive and thrive.


Feb
27
2019
MMI NetMeeting - Discussion of Modern Wealth with Leading Platform Builders

Replay | NetMeeting

A shift is under way in the advisory industry, moving from discrete products, accounts, and technology tools to integrated household-level solutions. To examine this new trajectory in the delivery of financial advice, MMI has released a new research report, Modern Wealth: The Roadmap to Improved Investor and Advisor Outcomes.