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

MMI has released the second edition of the new MMI Journal of Investment Advisory Solutions, a compendium of research reports and articles on topics critical to the ongoing evolution of investment advisory solutions. The Journal is one of the many ways MMI provides members with informed perspective from industry thought leaders and subject matter experts.

This edition of the Journal addresses four major topics:

New Research Update: 2018 Retail Distribution of Alternative Investments

We are pleased to present the seventh edition of MMI’s annual research report on the Retail Distribution of Alternative Investments

Produced this year in conjunction with FUSE Research, the report analyzes proprietary data provided by MMI member firms on both traditional and liquid alternative investments, making it unique within the industry.

MMI Center for Distribution Excellence Now Open

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.

Investment Advisory Solutions Assets Top $6 Trillion – Q4 2017 MMI Central Now Available

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.

Referrals Requested - Experienced Marketing Specialist for Short-Term MMI Assignment

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 ( 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?