Publications

Special Reports

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...
Join MMI
View PDF
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...
Join MMI
View PDF
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...
Join MMI
View PDF
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...
Join MMI
View PDF
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...
Join MMI
View PDF
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...
Join MMI
View PDF
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...
Join MMI
View PDF
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...
Join MMI
View PDF
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...
Join MMI
View PDF
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...
Join MMI
View PDF

Pages