2018 MMI
Titanium Partner 

BNY Mellon


2018 MMI
Platinum Partner

Fiserv


 

2018 Sales & Marketing Leadership Summit Recap - Now Available

More than 245 industry executives attended the MMI Sales & Marketing Leadership Summit in Tampa March 20-21. Widely recognized as a “must-attend” event for the investment advisory solutions industry’s most senior sales and marketing executives, the theme of this year’s Summit was Embracing the Advisor of the Future: The Shifting Landscape of Advisory Distribution. Here’s a quick recap of some of the highlights.

Money Management Institute Elects Four Industry Leaders to its Board of Governors

Joining the MMI Board are: Noreen Beaman, CEO of Brinker Capital; Robbie Cannon, President and CEO of Horizon Investments; Daniel McNamara, President of the Financial Advice & Solutions Group at USAA; and Salim Ramji, Head of U.S. Wealth Advisory at BlackRock. Read the full press release here.

Investment Advisory Solutions Assets Top $6 Trillion – Q4 2017 MMI Central Now Available

Assets in Investment Advisory Solutions stood at nearly $6.1 trillion at the end of 2017 – up 26% for the year, the largest annual increase since the bounce back following the 2008 financial crisis. Net flows for the quarter showed continued strength at $109 billion – the fifth quarter in a row that inflows have topped $100 billion.

The Q4 2017 edition of MMI Central, MMI’s flagship quarterly data summary, is now available for member download.

MMI All-Member Town Hall Web-Meeting -- Replay Available

If you missed the original web-meeting, you can now access a replay of the MMI All-Member Town Hall held on January 11th. During this web-meeting, we take a quick look back at last year's accomplishments, discuss the major activities and initiatives under way for 2018, and highlight ways to get additional value from your firm's MMI membership. Click here to view the video replay.

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