The first quarter of 2018 marked another period of organic growth for Investment Advisory Solutions. AUM topped $6.1 trillion on continued strong net flows of $96 billion for the quarter.
The Money Management Institute (MMI) is pleased to announce the launch of the MMI Center for Distribution Excellence (CDE).
With traditional wholesaling models under increasing pressure on multiple fronts, this groundbreaking initiative is designed to help field sales professionals stay on top of their game by keeping up with emerging trends, broadening their skill sets, and increasing the value they deliver to advisors.
MMI announced its officers and Executive Committee members for 2018-2019, as well as three new members of its Board of Governors.
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.
Over the course of the next few months, MMI will be bringing to market a robust suite of online educational offerings through the MMI Continuous Learning Center (mmi.smartpros.com). To support the launch of these offerings, we are seeking an experienced marketing specialist interested in project work on a short-term basis.
Do you know someone with strong writing skills and a financial services background who might be interested in assisting with the creation of press releases, collateral material, website content, launch announcements, etc. over the next 10-12 weeks?
On February 8, 2018, The Investment Integration Project (TIIP) and Morningstar will co-host an event that explores the ways in which investors can go beyond daily portfolio management activities like ESG integration and impact measurement and reporting and seek to influence the broader environmental, societal, and financial systems within which they operate.
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.
To kick off 2018, MMI is pleased to introduce a new resource for members, the MMI Journal of Investment Advisory Solutions.
The Journal – a compendium of research reports and articles by industry thought leaders and subject matter experts – offers informed perspective on topics critical to the ongoing evolution of investment advisory solutions.
For the inaugural Journal, we called for submissions addressing three specific topics:
To: MMI Members
From: Roger Paradiso, Chair, MMI Board of Governors, and Craig Pfeiffer, President & CEO
Date: December 7, 2017