2017 MMI
Titanium Partner

BNY Mellon

2017 MMI
Platinum Partners







Craig Pfeiffer Letter re: the Senate Tax Legislation and FIFO Clause Impact

The Tax Cuts and Jobs Act, passed by the U.S. Finance Committee on November 16th, includes a provision that would generally require taxpayers selling, gifting or otherwise disposing of securities in which the taxpayer holds multiple positions to determine cost basis on a first-in, first-out basis, and effective for dispositions on or after January 1, 2018.

MMI/FundFire Survey Highlights Racial Diversity Gaps Across Asset Management Industry – November 2017

A new survey conducted by MMI and FundFire reveals stark disparities between the number of white and minority professionals in positions of company leadership, as well as investment and distribution roles.

MMI Congratulates the Leadership Pathway Class of 2015 and Welcomes the Class of 2017

As MMI enters the third year of its Leadership Pathway program, we congratulate the members of the program’s inaugural class on their graduation and welcome the new members of the 2017 Class to the program. Read more.

New MMI Perspectives Interview with Cheryl Nash, Fiserv

MMI sat down with Cheryl Nash, President of Fiserv Investment Services, to discuss the “digital journey,” why generational nomenclature doesn’t work, the importance of “personas” with respect to knowing your customer, the shrinking advisor population, attracting fresh talent to the industry, and one of her passions – advancing women’s careers in financial services.

Recap: 2017 MMI Annual Conference

If you missed the 20th anniversary edition of MMI’s Annual Conference, you missed what many attendees are reporting as “the best MMI conference ever” – different, bigger, and with broad appeal. 520 attendees – a record number – gathered at the Swissôtel in Chicago October 2-4 for three days of candid conversations on the hottest topics in the investment advisory solutions space. Here’s a quick recap of some of the highlights.

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