Fundamentals of Investment Advisory Solutions Curriculum Available – Special Pricing through 12/31

MMI members asked for it. MMI members helped build it. And now it’s available!

MMI is pleased to announce the launch of our newest online curriculum for investment advisory professionals, Fundamentals of Investment Advisory Solutions. As the industry continues its broad shift to the advisory model, it’s critical that your employees have a 360o perspective of the rapidly-evolving advisory space. This new eight-course series provides a foundational understanding of investment advisory solutions, covering:

New Special Brief: A 360° View of Distributor Due Diligence Teams – Download Now

The rising influence of the home-office at broker-dealers is forcing asset managers to place more importance on covering the research teams within these groups. To provide better understanding of home-office research teams and how they function, MMI and FUSE Research Network teamed up to conduct a new research study focused on the dynamics of distributor due diligence teams.

MMI and Barron’s Announce Winners of 2018 Industry Awards Recognizing Leadership in Investment Advisory Solutions

The winners of the 2018 MMI/Barron’s Industry Awards were announced at MMI’s 2018 Annual Conference yesterday in Dallas. Now in their tenth year, the Industry Awards recognize innovation and achievement in the investment advisory solutions industry over the past year.

The winners in the ten award categories this year are:

Investment Advisory Solutions Assets Cross $6.3 Trillion – Q2 2018 MMI Central Now Available

Advisory assets continue to move in lockstep with the markets, crossing $6.3 trillion and reaching a record-high at the end of the second quarter. Net flows decreased for the second quarter in a row, to $78 billion, on the heels of four consecutive quarters with net inflows of over $100 billion.

This quarter’s edition of Central examines longer-term trends in the SMA space and takes a closer look at the continuing evolution of advisory platforms and how traditional and model SMA portfolios are coexisting.

MMI and Cerulli to Consolidate Investment Advisory Solutions Industry Data

MMI is pleased to announce that it has entered into an agreement with Cerulli Associates (Cerulli) to transition MMI’s investment advisory solutions data platform to Cerulli as of the third quarter of 2018. 

Cerulli will integrate MMI’s historical investment advisory data set into its existing operations and continue the industry-leading data collection and reporting processes that MMI has provided since 1997. The consolidated platform will be branded “MMI-Cerulli Advisory Solutions Data.”