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October 2021

Diversity and Inclusion

Use this white paper to explore measures asset owners and asset managers are taking to promote diversity and inclusion (D&I) within the financial services industry.

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October 2021

U.S. Direct Indexing: Market Drivers, Adoption, and Growth Projections

What are industry growth drivers and what is the next phase of opportunity?

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September 2021

Best Practices for Advisors When Working with Women Investors

Access this white paper to gain actionable insights from successful financial advisors into how practices can work effectively with women investors across three key areas of the client experience.

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October 2021

Advisor Use of Alternative Investments in 2021

Access this white paper to understand advisors’ allocations to alternative investments and explore what barriers to their use remain.

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August 2021

Improving Client Experience: Customizing with Direct Indexing

Access this white paper to learn more about direct indexing, key players and assets under management, growth projections, and market adoption.

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November 2021

2021 Spark Forum

The SPARK Institute's signature event, the SPARK Forum is a renowned gathering of C-suite and senior executives in the retirement plan market. Join us November 7-9 at The Breakers, Palm Beach, FL.

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July 2021

U.S. Asset Allocation Model Portfolios: Innovation & Adoption

Evaluate the factors influencing the rise of asset allocation models and explore key innovation in product development and opportunities for expansion.

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October 2021

2021 MMI Annual Conference

The 2021 MMI Annual Conference will bring together a "who's who" of thought leaders from across the investment advisory industry to examine the critical factors and strategies that will drive success over the next decade. Join us October 20-28, 2021.

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June 2021

The U.S. Broker/Dealer Marketplace: Evolving Marketplace Dynamics

Explore the dynamics driving marketplace changes—including factors driving advisor affiliation choices, B/D advisor productivity across channels, and service model updates.

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April 2021

The Canadian ETF Market in 2020

Canada’s ETF industry maintains an innovative edge as assets approach USD$200 billion

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April 2021

Global Retail Investors and ESG

Explore retail investor demand for environmental, social, and governance (ESG) investing. This white paper provides detailed insight into the factors and forces influencing retail investor demand for ESG and takeaways for managers focused on ESG product development.

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April 2022

Direct Indexing and the Unfulfilled Promise of Tax Efficient SMAs

For decades, the financial services industry has touted the customization of managed accounts, yet only partially delivered on that claim. Direct indexing may change that.

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