Special Reports

MMI Special Report: The Value of Managed Solutions
Wednesday, April 9, 2014
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.”...

Recent Survey of MMI Members - Results
Monday, March 10, 2014
During the past two months we surveyed members to gauge their opinions on MMI’s primary mission to help our industry Connect, Know and Grow. The following process was followed to facilitate the survey effort: We worked with Dr. Steven Perry who...

MMI Research Brief: The Continued Evolution of ETFs
Friday, November 22, 2013
We are pleased to present a special MMI research brief The Continued Evolution of ETFs: A Closer Look at Advisor Behavior. The new report, authored by Rick Ledbury and Robert Howe of the MMI research team, explores the current use of ETFs by...

2013 Mid-Year Report
Tuesday, July 23, 2013
MMI’s mission is to help member firms—and, by extension, the advisory solutions industry—to Connect, Know and Grow. Our strategic business plan, key initiatives and major activities are all carefully aligned with and tracked to this objective. We...

From Financial Planner to “Life Transitions Advisor”: A Conversation with Lewis Walker
We are pleased to introduce the latest edition of Perspectives, featuring an interview with Lewis Walker, an independent financial planner and past recipient of the MMI Pioneer award. Lewis discusses how he reoriented his advisory practice to guide...

MMI/Dover Financial Research Report
Wednesday, June 12, 2013
A Portrait of a Market in Transition: Alternatives at a Crossroads, Fee-Based Channels Poised to DominateWe are pleased to present a special research report Distribution of Alternative Investments Through Wirehouses Third Quarter 2012. The 40-page...

A Conversation with Steve Gresham and Jack Sharry
Retirement income planning and delivery is one of the hottest topics in the nancial services industry and, because of its inherent complexity, one of the thorniest. Seen by many as a major opportunity and the ‘next big thing,’ it has nonetheless...

The Delivery of Retirement Income Support 2013
MMI Survey of Platform Providers and Asset Managers   The delivery of retirement income support is quickly moving from hype to reality for broker-dealers and product providers. With the oldest baby boomers having reached the traditional retirement...

A Conversation with Paul Hatch
Recently MMI had a unique opportunity—the chance to meet with Paul Hatch, Vice Chairman of Morgan Stanley Smith Barney, for a wide ranging discussion of his views on the wealth management industry. Paul, who retires from MSSB at year end, is a 30-...

The Value of an Advisor
Today’s Investors Face An Intimidating Array of Choices and Challenges Investors seeking success in today’s environment face a daunting array of choices and challenges... The market has become extraordinarily complex. Investment options run from...

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