2017 MMI
Titanium Partner

BNY Mellon


2017 MMI
Platinum Partners

 

Fiserv
 

 

 

Vestmark


 

2017 MMI/Barron’s Industry Awards – Winners Announced

The winners of the 2017 MMI/Barron’s Industry Awards were announced on October 3rd  at MMI’s 2017 Annual Conference in Chicago. See the list of winners here.

Matt Witkos to be Honored as MMI’s 2017 Advisory Solutions Pioneer

MMI is pleased to announce that Matt Witkos, President of Eaton Vance Distributors, has been selected as the 2017 MMI Advisory Solutions Pioneer. Mr. Witkos will be honored during the MMI/Barron’s Industry Awards Dinner on October 3rd at the MMI Annual Conference in Chicago for his contributions to the investment advisory solutions industry. Read more.

Investment Advisory Solutions Hit $5.4 Trillion – Q2 2017 MMI Central Now Available

Assets in Investment Advisory Solutions stood at nearly $5.4 trillion at the end of Q2 2017. Net sales for the quarter showed continued strength at $117 billion – the third quarter in a row that inflows have topped $100 billion.

The Q2 2017 edition of MMI Central, MMI’s flagship quarterly data summary, is now available for member download.

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. 

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