Publications

Special Reports

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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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.”...
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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...
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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...
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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...
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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...
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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...
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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...
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