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2019 MMI
Titanium Partner 

 


2019 MMI
Platinum Partner 

 

BNY Mellon


2019 MMI
Cobalt Partner

 

Envestnet


 

New Report – Sustainable Investment Products and Due Diligence: Insights from Industry Experts

MMI and The Investment Integration Project (TIIP) are pleased to announce the release of a new report, Sustainable Investment Products and Due Diligence: Insights from Industry Experts. The report shares reflections and insights from a group of industry experts and investment gatekeepers on the issues and challenges of due diligence for sustainable investment products.

Two New MMI NetMeetings Available

The first features a candid dialogue among experts Igor Jonjic, Michael Kitces, and Skip Massengill, on how to reconcile clients’ low risk tolerance with the need to reach further out on the risk spectrum to achieve their goals. The second features an interview between Jack Sharry and Chris Scott-Hansen about how Morgan Stanley is seeking to improve investor and advisor outcomes while managing the workflow complexity of coordinating household-level assets across an advisor’s book. Watch the NetMeetings today!

MMI Chair and President's Report - January 2020

Jennifer Abate, Chair, MMI Board of Governors and Craig Pfeiffer, President & CEO, MMI, released the MMI Chair and President’s Report to all members. Read the report here to review a few highlights from MMI's 2019 activities and, more importantly, what you can look forward to in 2020.

 

MMI-Cerulli “Advisory Solutions Quarterly” with Q3 2019 Data Available

MMI and Cerulli Associates are pleased to present the Q3 2019 edition of Advisory Solutions Quarterly, the quarterly data summary for MMI members. In addition, the MMI-Cerulli Advisory Solutions Data portal on Cerulli’s Lodestar platform has now been updated with Q3 2019 data. Read more.

Give Back to Our Industry: Make Gateway to Leadership Part of Your Holiday Giving

This holiday season, Spouting Rock is encouraging industry firms to follow their lead and make a charitable donation to the Gateway to Leadership Foundation as part of their holiday giving. Click here to read a letter from John Coyne, Chairman of Spouting Rock Asset Management, explaining the firm's generous decision.

Featured Events
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    • Standardization Efforts
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    Learn More about MMI in our Brochure