Chairman and President's Report - November 2016

From all of us at MMI, a sincere thank you for your ongoing encouragement and partnership. Covered in the report is just a representative selection of the many activities and efforts now in progress.

Recap: 2016 MMI Fall Solutions Conference

More than 320 attendees gathered October 18-19 in Boston for the 2016 MMI Fall Solutions Conference. The sessions focused on defining and understanding the convergent forces reshaping the delivery of financial advice. Here’s a quick recap of some of the highlights...

2016-2017 Industry Guide Now Available

Just in time for year-end planning, the 2016-2017 edition of MMI’s annual Industry Guide to Investment Advisory Solutions is now available for member download. The Guide includes a wealth of data on the advisory solutions industry, our annual industry growth forecast, and information related to fee compression in UMA program pricing. More.

MMI Announces the 2016 Leadership Pathway Class

As MMI enters the second year of its Leadership Pathway program, we are pleased to announce that 25 participants have been accepted into the new class.

MMI Central 3Q 2016 Released

The advisory solutions industry steadily gained ground during the second quarter, benefiting from the spring and summertime boom in equities and markedly less volatile fixed-income markets. Read more...

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