Replay - MMI All-Member Town Hall Web-Meeting

If you missed the original webinar, you can how access a replay of the MMI Town Hall Web held on December 13th. Listen in to hear Craig Pfeiffer and the MMI team review notable 2016 projects, major initiatives under way for 2017, and ways to get the most value from your firm's MMI membership. Dan Kleinman of Morgan Lewis also provides a post-election update on the DOL Fiduciary Rule.

MMI Central Shows 5% Growth in IAS Assets in Q3 2016

The advisory solutions industry gained steady ground during the third quarter of 2016, expanding by $214 billion to almost $4.6 trillion – an increase of 5%. All market sectors experienced solid gains and net flows for the quarter were strong at $85.5 billion. Read more...

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.

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