NEXT CHAPTER - Focusing on the long-heralded retirement age wave in support of financial advisors, investment managers, income product companies, and service, technology, and planning providers

    Next Chapter will focus on the long-heralded retirement age wave with specific efforts to support financial advisors, investment managers, income product companies, and service, technology, and planning providers.  Next Chapter will focus on delivering content and programming that addresses four key areas:

       • Better Planning – Better application, integration, and adoption of planning tools, including simpler and more approachable “unbundled” planning
       • Supporting Longevity and Financial Wellness – Better understanding of the real-life transitions of longevity, and how to support clients’ life and health, integrating health and wealth
       • Harnessing the Power of Technology – Better adoption of appropriate technology, including CRM and data, alongside human capabilities, leveraging the impact of machines, and creating capacity for essential human actions
       • More Effective Retirement Income Solutions – Better deployment of a broader array of financial planning and retirement income solutions and products, including protected lifetime income and creative solutions that incorporate tax efficiency and managing household assets

    The initiative is aimed directly at helping advisors and their firms work better together and deliver investment advisory solutions that effectively integrate human and digital capabilities.


    Here is a link to the recent press release announcing the initiative:

    https://www.prweb.com/releases/two_industry_champions_take_up_the_challenge_of_advising_clients_next_chapter/prweb17165331.htm


    Our advisory board is a who’s who of industry heavyweights, all of whom are associated with our clients and/or prospects.   

    Here is a link to the announcement of our Advisory Board members:

      https://www.mminst.org/press-releases/“next-chapter”-initiative-announces-advisory-council-money-management-institute-and



    In addition to collaboration on content with MMI, The Execution Project and our partners,   we’ll soon be offering sponsorship opportunities, along with opportunities for paid third-party content.