Publications

Special Reports

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.
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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.
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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.
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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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The Performance Paradox: Key Findings
Monday, October 19, 2015
Read an executive summary version of MMI’s new research report produced in conjunction with State Street’s Center for Applied Research.
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New MMI Report on Impact Investing – June 2015 Key Findings
Friday, June 5, 2015
These Key Report Findings relate to the new report “Bringing Impact Investing Down to Earth: Insights for Making Sense, Managing Outcomes, and Meeting Client Demand.” The report is authored by William Burckart, the Founder and CEO of Burckart...
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New MMI Report on Impact Investing – June 2015
Friday, June 5, 2015
MMI is pleased to present a special report on Impact Investing, produced in conjunction with Bill Burckart of Burckart Consulting, entitled Bringing Impact Investing Down to Earth: Insights for Making Sense, Managing Outcomes, and Meeting Client...
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Distribution of Alternative Investments through Wirehouses - 2015 Issue
Wednesday, May 13, 2015
MMI is pleased to present the 2015 edition of the MMI/Dover Financial Research report on the Distribution of Alternative Investments through Wirehouses. Despite six straight years of equity market gains, alternative investment assets at the...
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New Perspectives with William Turchyn of Mariner Investment Group: An Insider’s Look at Alternative Investments
The latest entry in MMI’s Perspectives series is a conversation with William Turchyn, a 35-year industry veteran and observer with wide-ranging experience on the asset management and wirehouse sides of the business. Currently a Partner at Mariner...
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New Perspectives with Marilyn Moats Kennedy: Connecting with Different Generations
MMI introduces a new edition in its Perspectives interview series featuring Marilyn Moats Kennedy. Ms. Kennedy, a noted demographer and workplace issues expert, offers her candid assessment of what the financial services industry does right – and...
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