2017 MMI Titanium Partner
BNY Mellon


2017 MMI Platinum Partners

 

Fiserv
 

 

 

Vestmark


 

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.

MMI Central – Q4 2016 Data Now Available

MMI is pleased to introduce a streamlined version of MMI Central, our flagship quarterly data summary. The refreshed version of MMI Central presents a quick, easily digested overview of the Investment Advisory Solutions space in an executive summary format. 

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. 

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