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 doing to win the allegiance of top financial advisors. He also offers a candid assessment of areas where firms’ perceptions of advisor needs and priorities do not align with the advisor view.

MMI Flash Report on Alternative Investments Now Available

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 emerging sector. 

Despite Choppy Markets, Managed Solutions Assets Rise 5% in the First Quarter to $3.6 Trillion

Q2 2014 MMI Central Now Available
In a strong first quarter, managed solutions assets rose 5% to $3.6 trillion with all market segments experiencing solid gains. Rep as Portfolio Manager led all segments with asset growth of 8%, followed by UMAs at 5%, Mutual Fund Advisory and Separately Managed Account Advisory (SMAs) at 4%, and Rep as Advisor at 3%.

     
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