2017 MMI
Titanium Partner

BNY Mellon

2017 MMI
Platinum Partners







2017 Retail Distribution of Alternative Investments

Is the Alternative Investments industry at an inflection point? MMI’s new research report, 2017 Retail Distribution of Alternative Investments, is now available for member download. This year’s report includes expanded coverage with proprietary data on traditional and liquid alternative investments from the wirehouse channel as well as other major retail intermediaries. 

This Industry Needs More Mariamas

Mariama Bah is proof that MMI’s Gateway to Leadership program is working and working well, a reason why your firm should seriously consider participating in the program. Read Mariama’s story to learn why.

Recap: 2017 MMI Sales & Marketing Leadership Summit

The sold-out 2017 MMI Sales & Marketing Leadership Summitdrew 245 attendees to West Palm Beach on March 21-22. Program sessions focused on the major trends reshaping the delivery of financial advice and how they are driving new paradigms in sales, marketing and business practices. Here’s a quick recap of some of the highlights.

Craig Pfeiffer on “Building Career Pathways to Attract Millenials”

In this opinion piece, which appears in the April 10, 2017 edition of InvestmentNews, MMI President and CEO Craig Pfeiffer argues that the industry needs to rethink entry-level preparation and early-career experiences with associate/resident-type programs to attract millennials to pursue a career in financial services.

Announcing MMI’s 2017 Titanium Partner – BNY Mellon

As MMI marks its 20th Anniversary this year, our mission remains the same as in 1997 – to enable, facilitate, and shepherd the growth of investment advisory solutions.  We are pleased to welcome BNY Mellon as our exclusive Titanium Partner for 2017. This strategic partner sponsorship distinctly recognizes BNY Mellon’s significant commitment, financially and emotionally, across MMI’s programs.

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