New MMI Journal of Investment Advisory Solutions Now Available

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:

MMI Congratulates the Leadership Pathway Class of 2015 and Welcomes the Class of 2017

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.

The Lifecycle of Asset Managers: New Report from MMI and rpmAUM – October 2017

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.