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2019 MMI
Titanium Partner 

Fiserv


2019 MMI
Platinum Partner 

BNY Mellon


2019 MMI
Cobalt Partner

 

Envestnet

 


 

Gateway to Leadership Foundation named Diversity Champion Finalist in InvestmentNews’ Excellence in Diversity & Inclusion Awards

InvestmentNews has selected MMI’s Gateway to Leadership Foundation as a finalist in the Diversity Champion category for its 2019 Excellence in Diversity & Inclusion Awards. Thank you to the Gateway Board of Trustees, our MMI members, and university partners for their hard work and contributions to the Foundation. Also, a big congratulations to the other Diversity Champion finalists and the inspiring group of individual Award winners! Learn more.

2019 Leadership Pathway: Now Accepting Applications through September 6th

Entering its 5th year with over 100 participants and alumni. Countless promotions in rank. MMI’s Leadership Pathway program is working, and it is now accepting applications for its 2019 class. See more information here.

New Edition of the MMI Journal of Investment Advisory Solutions – Now Available

MMI has released the latest edition of the MMI Journal of Investment Advisory Solutions, which addresses five key topics – the future of advice, less liquid/illiquid structures, the digital revolution, unlocking the potential of ESG and sustainable investing, and distribution efficiency in a lower fee environment. Download the new edition now.

New Research Update: 2019 Retail Distribution of Alternative Investments

After a tough 2018, what’s next for alternative investments? MMI’s new research report, 2019 Retail Distribution of Alternative Investments, produced in conjunction with FUSE Research, is now available for member download. The report analyzes proprietary data provided by member firms on both traditional and liquid alternative investments, making it unique in the industry.

MMI-Cerulli “Advisory Solutions Quarterly” with Q1 2019 Data Available

MMI and Cerulli Associates are pleased to present the Q1 2019 edition of Advisory Solutions Quarterly, the quarterly data summary for MMI members. In addition, the MMI-Cerulli Advisory Solutions Data portal on Cerulli’s Lodestar platform has now been updated with Q1 2019 data. Read more.

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