Publications

Client and advisor expectations with respect to technology have been heightened during the pandemic – making the digital tools and resources that a firm provides critical to the satisfaction and engagement of both clients and advisors. Approximately two-thirds of clients are open to conducting more wealth management activities using a combination of online and offline channels with their advisor, reserving in-person meetings for more complex discussions.

The Third Quarter 2021 edition of the MMI Journal of Investment Advisory Solutions addresses these areas: the “next” normal, the acceleration of digitalization, the continued evolution of ESG investing, cryptocurrency as an asset class, and other thought-provoking topics of special interest to the investment advisory community.

MM partnered with AchieveNEXT -- the leading provider of Peer Advisory Networks and Talent Performance Solutions for mid-market leaders, their teams, and enterprises -- to release the Wealth & Asset Management Industry Diversity, Equity and Inclusion Outlook Briefing.

The first paper in the 2021 four-part series—which surveyed 1,500 investors and 1,405 financial advisors across the United States—unpacks the elements driving financial confidence and perceptions around quality financial planning among clients. Wealth management firms and advisors seeking to deliver a more impactful service that effectively addresses clients’ post-pandemic needs should consider the following areas.