As MMI marks its 20th Anniversary this year, our mission remains the same as in 1997 – to enable, facilitate, and shepherd the growth of investment advisory solutions. We are pleased to welcome BNY Mellon as our exclusive Titanium Partner for 2017. This strategic partner sponsorship distinctly recognizes BNY Mellon’s significant commitment, financially and emotionally, across MMI’s programs.
MMI is pleased to introduce a streamlined version of MMI Central, our flagship quarterly data summary. Therefreshed version of MMI Centralpresents a quick, easily digested overview of the Investment Advisory Solutions space in an executive summary format.
In this opinion piece, which appeared in the DealBook section of NYTimes.com on February 16, 2017, MMI President and CEO Craig Pfeiffer discusses the once-in-a-generation convergence of trends that are transforming the delivery of financial advice to individual investors.
2017 marks a significant milestone for MMI – our 20th anniversary. We will take advantage of this occasion to look back and commemorate two decades of remarkable progress and achievement in the investment advisory solutions industry. But more importantly, we’ll be looking at the opportunities and challenges that lie ahead as financial services continues to gravitate toward the advisory model. Read more.
In this wide-ranging MMI Perspectives interview, Len Reinhart takes us on a 38-year journey from the birth of fee-based advisory accounts through the current industry drive toward goals-based wealth management.
MMI is the national organization for the advisory solutions industry, representing asset management firms, sponsors of investment advisory programs, and service providers. MMI provides a forum for the industry's leaders to address issues and better serve investors.