Special Reports

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...

Response to Current Concerns About the Municipal Bond Market
Money Management Institute (MMI) is comprised of the leading Advisory Solutions firms, which collectively manage 90% of a $2.1 trillion dollar industry. One of the tenets of Advisory Solutions is a belief in the importance of professional research...

An Emerging Category: Personal Retirement Income Solution Management
The past four decades have witnessed an ongoing evolution in the financial products and services available for the retail investor, with the majority of these products and services focusing on the retail investor’s primary objective—retirement.

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