Craig Pfeiffer on “The Changes Confronting the Investment Advisory Business”

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. 

MMI’s 20th Anniversary

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.

New MMI Perspectives Interview with Managed Account Pioneer Len Reinhart

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 Announces Gateway to Leadership Enhancements in 2017

MMI’s flagship workplace diversity program, Gateway to Leadership, is back for its 10th program year and now offers more options at a more affordable price. It is not too late for your firm to participate in this summer’s program!

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.

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