The MMI Managed Solutions eLearning Initiative is an online learning platform that provides broad-based training on managed solutions to the employees of MMI member firms. The program allows MMI members to deliver advanced education on all facets of the managed accounts business to employees in a highly scalable, cost-effective manner.
To fulfill its mission to help members and the industry to GROW, MMI seeks to take a leadership role by identifying and resolving emerging industry issues. MMI undertakes a wide variety of initiatives that promote continuing education, industry standardization and/or improved operational efficiencies.
The MMI Wholesaler Training Center is an online educational platform that provides member firms with a highly-cost-effective training and coaching tool to help wholesalers gain a competitive edge and become more successful.
The Gateway to Leadership (GTL) program seeks to enhance workplace diversity in the financial services industry by providing internships and career opportunities for students from historically black colleges and universities (HBCUs) with MMI member firms. GTL, a 501(c)(3) charity, is administered by the UNCF (United Negro College Fund) and sponsored by MMI.
The Sales Data Initiative seeks to provide member firms with a comprehensive repository of managed solutions sales data—and corresponding reporting and analysis tools—to help support business decisions about sales management, resource allocation, and platform and product offerings. The initiative is supported by a collaboration between MMI and Albridge Analytics1
1 Albridge Analytics, a division of Albridge Solutions, Inc. Albridge Solutions, Inc. is an affiliate of Pershing LLC, member FINRA, NYSE, SIPC, a wholly owned subsidiary of The Bank of New York Mellon Corporation (BNY Mellon).
The MMI Leadership Pathway is a program designed to recognize and nurture the next generation of investment advisory solutions leaders through a structured curriculum of learning activities and networking opportunities. Prospective participants are nominated by their firms and 25 individuals are selected each year to participate in the two-year program.