Publications

Special Reports

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...
Join MMI
View PDF
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...
Join MMI
View PDF
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-...
Join MMI
View PDF
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...
Join MMI
View PDF
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...
Join MMI
View PDF
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.
Join MMI
View PDF
Trends in the Rep as Portfolio Manager Business and Opportunities and Challenges for Investment Managers
The rep-as-portfolio-manager (“RPM”), or rep-as-PM, business is growing rapidly and is quickly evolving from a niche to a mainstream strategy. The catalyst for the recent ascent of the RPM business was the market downturn, when financial advisors1...
Join MMI
View PDF
Impact Investing Briefing Report
Impact investing is a new investment strategy that has now been deemed an asset class [J.P. Morgan Global Research and The Rockefeller Foundation, Impact Investments—An Emerging Asset Class]. Impact investment programs aim to solve social or...
Join MMI
View PDF
The Unified Managed Household
Understanding Context, Overcoming Challenge and Seizing Opportunity Over the past couple of decades, the complexity of investors’ portfolios has grown significantly. Multiple registrations, broader asset classes, and a proliferation of packaged...
Join MMI
View PDF
Understanding and Managing Investment Risk
Over the past 24 months, world markets have faced a perfect storm: a relentless series of events that have hammered the world’s economies and financial markets, and led to a deep global recession and the highest unemployment rate in generations.
Join MMI
View PDF

Pages