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The industry association representing financial services firms that provide financial advice and professionally-managed investment advisory solutions to investors.

Meet the Leadership Sponsor of the 2020 MMI Alternative Investments Forum

Get to know Blackstone -- the Leadership Sponsor of this year's Alternative Investments Forum. The Forum, which is a virtual series of five timely sessions spaced over five weeks, will provide a better understanding of alternative investments in the current environment. Thank you to Blackstone for their support in making this series possible!

MMI-Aon Research – From Innovation to Adoption: Embedding Technology in Wealth Management

There is a strong relationship between highly satisfied clients and the perception that the firm they are working with is a digital leader. So why are over half of clients unaware of many of the investment and planning tools that their wealth management firm makes available to them? Learn more in the third paper in the new research series from MMI and Aon, Advisory Solutions: Expectations and Experiences. 

MMI-Cerulli Q1 2020 Advisory Solutions Data Available

MMI and Cerulli Associates announce the release of the Q1 2020 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of March 31, 2020. The report details the impact of the onset of the COVID-19 pandemic on the advisory market during Q1.

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MMI membership is at the corporate level. Check here to view a list of member firms.

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If your firm is not a member, learn more here.

 

 

Featured Event

2020 MMI Alternative Investments Forum

Virtual Event Series

Co-Chairs:
Sheila Rapple, Managing Director, Global Head of Investor Services, Private Wealth Solutions, Blackstone
Lina Rubin, Managing Director, Chief of Staff, Wealth Management USA, UBS

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