Special Reports

The Lifecycle of Asset Managers: Executive Summary
Thursday, October 19, 2017
Read an executive summary version of MMI’s new research report produced in conjunction with rpmAUM.

The Lifecycle of Asset Managers: Industry Insights on Navigating the Important Stages of the Asset Management Business
Thursday, October 19, 2017
Produced in partnership with rpmAUM, MMI has released a new study that concludes asset management firms suffer from a significant gap between their own perceptions of where they are in their life stages and market realities – a gap that could be...

2017 Retail Distribution of Alternative Investments
Friday, May 19, 2017
MMI’s new research report, 2017 Retail Distribution of Alternative Investments, is now available for member download. This year’s report includes expanded coverage with proprietary data on traditional and liquid alternative investments from the...

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...

Distribution of Alternative Investments through Wirehouses - May 2016
Tuesday, May 10, 2016
We are pleased to present the fifth edition of MMI’s research report on the Distribution of Alternative Investments through Wirehouses. The 67-page report, based on mutual fund and ETF data collected exclusively by MMI/Dover Financial from wirehouse...

Risk—Dealing with the Number One Investor Concern (Source: MMI)
Thursday, April 7, 2016
With the virtual disappearance of defined benefit retirement plans, most investors are now directly responsible for their own retirement income planning, and they face truly daunting challenges. Investing today has become an inordinately involved...

The Nexus of Looming Needs and Investment Advice (Source: MMI)
Wednesday, April 6, 2016
Investing and investment advice are not what they used to be, something that is both good and bad. What’s bad about investing is that, today, it is literally the investor’s problem—no one else’s—and typically he or she is ill equipped to do it.

Trends in Client Solutions: Understanding the Growth of Managed Accounts and Advisory Platforms (Source: MMI)
Wednesday, April 6, 2016
A backdrop for understanding the factors behind the industry’s surge in growth and the steady evolution and improvement of the products and services it provides investors.

The Retirement Conundrum
Monday, June 22, 2015
Industry veteran and MMI Pioneer Larry Sinsimer offers his views on the demise of the DB plan and the "accidental" birth of the 401(k); the profound impact on the Baby Boom generation; and a simple, goal-oriented approach to retirement planning.

The Performance Paradox: Overcoming Client’s Present Day Misalignments and Delivering on Investors’ Long-Term Goals
Monday, October 19, 2015
MMI has partnered with State Street’s Center for Applied Research on a research report that offers recommendations and specific best practice tactics for financial advisors and organizations on how to implement a goals-based wealth management...

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