Publications

Special Reports

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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New MMI Report on Goals-Based Wealth Management
Tuesday, October 28, 2014
MMI introduces a new white paper in the MMI Reports Series – Improving Investor Outcomes Through Goals-Based Wealth Management:  A New Model in the Delivery of Financial Advice. The paper frames Goals-Based Wealth Management (GBWM) as the next...
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A Conversation with John Bowen
Our latest edition of Perspectives features an interview with John Bowen, founder and CEO of CEG Worldwide. Mr. Bowen discusses key findings from research interviews that CEG conducted with senior executives of MMI member firms on what they are...
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MMI Flash Report on Alternative Investments Now Available
Monday, June 30, 2014
This edition recaps the results of a survey on members’ usage, implementation and future plans for alternative investments and highlights a number of interesting commonalities and key differences in how asset managers and sponsors view this fast...
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2014 Mid-Year Report
Friday, May 30, 2014
MMI’s mission is to help member firms – and, by extension, the advisory solutions industry – to Connect, Know and Grow. Our Mid-Year Report summarizes many of our undertakings and accomplishments during the first half of 2014 and highlights areas of...
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Special Report on Impact Investing – Serving Client Demand for Impact Investing: A Hands-on Guide for Financial Advisors and Senior Management
Tuesday, May 6, 2014
We are pleased to present a special report on Impact Investing produced in conjunction with Impact Economy, a leading impact investing and strategy firm, entitled Serving Client Demand for Impact Investing: A Hands-on Guide for Financial Advisors...
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Distribution of Alternative Investments through Wirehouses - 2014 Issue
Friday, May 2, 2014
With a six-year compound annual industry growth rate of 24%, liquid alternative investments is one of the fastest growing financial services asset classes. The report evaluates retail alternative investment trends in the wirehouse channel and...
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Special Report: Winning the Allegiance of Top Financial Advisors
Wednesday, April 23, 2014
Produced in collaboration with CEG Worldwide, this report shares findings and recommendations from a series of in-depth interviews with MMI member firms. The report examines the extent to which the efforts of firms and their senior executives align...
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MMI Flash Report - Wholesaler Compensation
Wednesday, April 23, 2014
The Money Management Institute (MMI) recently conducted a brief, three question survey about wholesaler compensation packages. This “flash” survey was sent to 103 member firms. A total of 24 firms, representing a broad cross-section of asset...
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