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Key Areas

2019 MMI
Titanium Partner 

 

2019 MMI
Platinum Partner 

 

BNY Mellon

2019 MMI
Cobalt Partner
 

Envestnet

 

MMI Overview

Download our new MMI Overview today! This overview provides a comprehensive overview of member benefits and services. Please share it with colleagues and industry peers who would benefit from learning more about all the resources that MMI has to offer.

Remembering Jud Bergman

With our members and colleagues across the investment advisory industry, the Money Management Institute pauses this morning to acknowledge the tragic passing of Envestnet Founder Jud Bergman and his wife, Mary Miller-Bergman. We extend our deepest sympathies to Jud’s family, many friends and associates, and the entire Envestnet family.

MMI’s Gateway to Leadership Honored as Diversity Champion by InvestmentNews

MMI’s Gateway to Leadership Foundation is honored to have been recognized as a Diversity Champion at the InvestmentNews 2019 Excellence in Diversity & Inclusion Awards Luncheon held on September 24 in New York City. Other honorees in the Diversity Champion category include LPL Financial, TD Ameritrade Institutional, Wells Fargo Advisors, and XY Planning Network. We are thrilled to be honored alongside these industry-leading firms doing amazing work in the D&I arena and are especially proud to be the only industry association honored this year.

New MMI Perspectives Interview with Igor Jonjic, Fiserv

In the latest installment in its Perspectives series, MMI sat down with Igor Jonjic, Senior Product Manager at Fiserv, to explore one of the biggest ongoing changes in the advisory practice arena, the introduction of front-end automated financial planning tools. He touches upon the ramifications for advisors, growing demand for formalized financial advice, the latest technology tools, and the long-term benefits for advisors and their clients. Click here to download this latest edition of MMI Perspectives.

New Research Report and NetMeeting: Habits of a Successful External Wholesaler

With asset managers facing an uphill battle to gather assets, it is more important than ever for firms to structure and support their salesforces properly. To examine what differentiates successful salesforces in the field, MMI and FUSE Research partnered to conduct a survey to understand the habits of external wholesalers and highlight best practices. The findings of this research are presented in a new report, Habits of a Successful External Wholesaler.
Featured Events
Benefits of Membership
  • 2019 MMI Annual Conference

    October 14-16, 2019 | Atlanta
    Hyatt Regency Atlanta

    Conference Co-Chairs:
    Elise Duncan,     Head of Leveraged Sales, BlackRock
    Tony Rochte, Head of Fidelity Institutional Investment and Technology Solutions, Fidelity Investments

     

    Join us for the investment advisory solutions industry’s
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MMI/Morningstar Sustainable Investing Initiative

 

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