Assets in Investment Advisory Solutions stood at nearly $5.7 trillion at the end of Q3 2017. Net flows for the quarter showed continued strength at $109 billion – the fourth quarter in a row that inflows have topped $100 billion.
In honor of #GivingTuesday on November 28th, give back to our industry and help launch a minority student's career in financial services.
Giving Tuesday is a global day of giving. What better day to make a charitable donation that can literally change a minority student's life and better our profession at the same time?
A new survey conducted by MMI and FundFire reveals stark disparities between the number of white and minority professionals in positions of company leadership, as well as investment and distribution roles.
As MMI enters the third year of its Leadership Pathway program, we congratulate the members of the program’s inaugural class on their graduation and welcome the new members of the 2017 Class to the program.
At a special luncheon held for all program participants at the 2017 MMI Annual Conference, Craig Pfeiffer, MMI’s President & CEO, and Brian Schappert, Head of Alternative Sales at American Century Investments and Leadership Pathway Co-Chair, presented each (attending) graduate with a certificate for successfully completing their two-year term in the program.
Produced in partnership with rpmAUM, MMI has released a new study that concludes asset management firms suffer from a significant gap between their own perceptions of where they are in their life stages and market realities – a gap that could be leading to lost growth opportunities. The study, unveiled at MMI’s Annual Conference in early October, provides insights into how domestic asset management firms are managing challenges and opportunities throughout the four stages of their business lifecycle: development, introduction, growth and maturity.
Assets in Investment Advisory Solutions stood at nearly $5.4 trillion at the end of Q2 2017. Net sales for the quarter showed continued strength at $117 billion – the third quarter in a row that inflows have topped $100 billion.
MMI is now accepting applications for the next class of the two-year Leadership Pathway program.
Now entering its third year, the program is designed to recognize talented and motivated individuals in the next generation and engage them in MMI activities in which they will learn from industry experts and network with peers. The program's goal is to develop the leadership and collaboration skills that will equip participants to assume increasing levels of responsibility and actively contribute to addressing critical industry issues and opportunities.
MMI and Morningstar have launched an initiative focused on preparing financial advisors to incorporate sustainable investing into their practices. Sustainable investing refers to the incorporation of environmental, social, and governance (ESG) factors and their impact into investment decisions.