2019 MMI
Titanium Partner 

Fiserv


2019 MMI
Platinum Partner 

BNY Mellon


2019 MMI
Cobalt Partner

 

Envestnet

 


 

New Report – Modern Wealth: The Roadmap to Improved Investor and Advisor Outcomes

MMI is pleased to announce the release of a new report, Modern Wealth: The Roadmap to Improved Investor and Advisor Outcomes, that highlights the distinct shift taking place across the advisory industry from discrete products, accounts, and technology tools to integrated, household-level solutions. Download the report.

New Edition of the MMI Journal of Investment Advisory Solutions – Now Available

MMI has released the latest edition of the MMI Journal of Investment Advisory Solutions, which addresses four key topics – advisory data and insights, the evolution of client engagement models, fintech as an enabler, and the future of ESG and sustainable investing. Contributors to this edition include: Advisor Innovation Labs, Bain & Company, Broadridge, Casey Quirk, Fiserv, Horizon Investments, Morningstar, Northern Trust, Oliver Wyman, Russell Investments, and SEI Knowledge Partnership.

MMI is Hiring - Membership Services Associate

MMI is looking for a qualified candidate to fill its open Membership Services Associate position. This entry-level position is located in MMI's New York City office and is a great opportunity to build one's financial services acumen and communications skills in an exciting and dynamic environment. Share the job description with your eligible contacts today!

2019 MMI Town Hall – News You Should Know

Looking for a quick recap of all the new developments at MMI that your firm can take advantage of? Watch our 2019 MMI Town Hall. Craig Pfeiffer, Patty Loepker, and the MMI team provide a concise overview of key initiatives and member benefits.

Sustainable Investing Online Curriculum Now Available

Just released, the new MMI/Morningstar 
Sustainable Investing Curriculum
, is an eight-course, 3.4-hour online curriculum geared to Financial Advisors and industry professionals who want to stay ahead of the sustainable investing curve

Featured Events
Benefits of Membership
    • Conferences & Events
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    Get the latest MMI news & alerts by Subscribing.
    • Standardization Efforts
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