New MMI Report on Goals-Based Wealth Management

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 AdviceThe paper frames Goals-Based Wealth Management (GBWM) as the next phase in the evolution of retail investment advice delivery and a “sea change” in how our industry will help investors achieve improved financial outcomes and greater piece of mind. 

Perspectives with Marilyn Moats Kennedy: Connecting with Different Generations

Ms. Kennedy, a noted demographer and workplace issues expert, offers her candid assessment of what the financial services industry does right – and wrong – as it tries to connect with different generations of investors. Building on her presentation from the 2014 MMI Annual Convention, she explores the importance of being able to recognize and deal with the idiosyncrasies of the four distinct generational cohorts.

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