2017 MMI
Titanium Partner

BNY Mellon


2017 MMI
Platinum Partners

 

Fiserv
 

 

 

Vestmark


 

MMI and Morningstar Launch Sustainable Investing Initiative

MMI and Morningstar have launched an initiative focused on preparing financial advisors to incorporate sustainable investing into their practices. The MMI/Morningstar Sustainable Investing Initiative will include a suite of educational resources as well as workshops, forums, and thought leadership content that will provide financial advisors with the knowledge they need to engage with their clients on ESG topics and recommend appropriate investments. 

2017 MMI Annual Conference - Registration Now Open

2017 is a big year for the Money Management Institute. We are celebrating our 20th Anniversary and we want you to be part of the festivities! You are invited to join us for what promises to be a memorable 2017 MMI Annual Conference; an expanded 3-day event, specialized tracks, and the official celebration of MMI's 20th Anniversary culminating in the gala Industry Leadership Awards Dinner on October 3rd.

Investment Advisory Solutions Top $5 Trillion - Q1 2017 MMI Central Now Available

Assets in Investment Advisory Solutions stood at $5.1 trillion at the end of Q1 2017 – topping $5 trillion for the first time and posting gains of 5.2% and 20.6%, respectively, for the quarter and trailing 12 months. Recently redesigned in a streamlined format, the “new” MMI Central, presents a quick, easily digested overview of the Investment Advisory Solutions space in an executive summary format.

2017 Retail Distribution of Alternative Investments

Is the Alternative Investments industry at an inflection point? MMI’s new research report, 2017 Retail Distribution of Alternative Investments, is now available for member download. This year’s report includes expanded coverage with proprietary data on traditional and liquid alternative investments from the wirehouse channel as well as other major retail intermediaries. 

This Industry Needs More Mariamas

Mariama Bah is proof that MMI’s Gateway to Leadership program is working and working well, a reason why your firm should seriously consider participating in the program. Read Mariama’s story to learn why.

Featured Events
Benefits of Membership
    • Conferences & Events
    • Monthly Webinars
    • Committee Memberships
    • Networking Opportunities
    Learn More about MMI in our Brochure.
    • Member Only Industry Data
    • Exclusive Industry Surveys
    • Proprietary Publications
    • Educational Workshops
    Get the latest MMI news & alerts by Subscribing.
    • Standardization Efforts
    • Regulatory Advocacy
    • Diversity Programs
    • Media Outreach
    Learn More about MMI in our Brochure

Subscribe to MMI Emails & Alerts

Stay up to date on MMI Events, News and Publications by subscribing to emails from MMI. We do not share our email lists and you can unsubscribe at anytime.