Special MMI Presentation:
Rebuilding from Within Through Bullish Thinking

Dr. Alden Cass, President Competitive Streak Consulting, LLC.

MMI, the national organization for the managed investment solution and wealth management industry, today announced the release of its white paper “Understanding and Managing Investment Risk: A Resource Guide for Prudent Investors”.

Written by industry experts, led by Jay Link, Chairman of the MMI Risk Management Committee, the white paper addresses events leading to the global economic and market downturn. It details how to identify the key risk factors for investing, understand them and how to employ strategies to mitigate risk in the various phases of investing.

  First of its Kind White Paper on Risk (74.9 KiB, 545 hits)

MMI launched The Managed Investment Solutions Institute for Education to help member firms cost effectively train personnel and leverage experience from industry experts. We delivered two successful Managed Investment Solutions workshops this year and have scheduled the next workshop for September 23rd in San Francisco at the Schwab training center.
Click her for the agenda and registration form (online HERE) . This program will save time and money and offers a well-rounded industry overview in a facilitator-led format that will include background information, platforms, terminology, business processes, industry data/statistics and advisor best practices.

If you have any questions about the program please call Arlen Oransky at (212) 309-6451 or aoransky@mminst.org.

MMI Value Added Data – MMI Industry Guide and Retirement Solutions White Paper

Retirement Income Solutions (RIS) is an emerging market segment within the financial services industry that represents both challenges and opportunities for the variety of product manufacturing, asset management and sponsor firms active within this segment. In fact, as the bulk of the U.S. population shifts toward retirement age, the opportunity associated with this market segment is expected to be so significant that it will be critical for financial services firms to participate.

  MMI Retirement White Paper (902.3 KiB, 245 hits)

  Guide to Managed Investment Solutions 2009 (1.8 MiB, 29 hits)
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Industry Data Reflect Solutions Set Used by Advisors

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MMI, the national organization for the managed investment solution and wealth management industry, today announced that Fiserv, Inc. (NASDAQ: FISV), the leading global provider of financial services technology solutions, has launched its new Message Workflow Manager product which has been built to the MMI standards.

  Fiserv, Inc. Standards Adoption (55.2 KiB, 161 hits)