2018 MMI
Titanium Partner 

BNY Mellon

2018 MMI
Platinum Partner



MMI and Barron’s Announce Winners of 2018 Industry Awards Recognizing Leadership in Investment Advisory Solutions

The winners of the 2018 MMI/Barron’s Industry Awards were announced at MMI’s 2018 Annual Conference on October 16th in Dallas. Now in their tenth year, the Industry Awards recognize innovation and achievement in the investment advisory solutions industry over the past year. View the list of winners here.

Investment Advisory Solutions Cross $6.3 Trillion – Q2 2018 MMI Central Now Available

Advisory assets continue to move in lockstep with the markets, crossing $6.3 trillion and reaching a record-high at the end of the second quarter. Net flows decreased for the second quarter in a row, to $78 billion, on the heels of four consecutive quarters with net inflows of over $100 billion. The Q2 2018 edition of MMI Central is now available for member download. COMING Q3! – With the transition of MMI’s industry data platform to Cerulli Associates, MMI members will see a new-style quarterly data summary effective with Q3 2018 data. Read more.

2018 MMI/Barron’s Industry Awards – Finalists Announced

MMI is pleased to announce the finalists for the 2018 MMI/Barron's Industry Awards. View the complete list of finalists by category. Congratulations to the finalists and all the firms that were nominated! Join us when the winners are announced on Tuesday, October 16th at the gala 2018 MMI/Barron’s Industry Awards Dinner during the MMI Annual Conference in Dallas. In addition to honoring innovation and leadership in the investment advisory solutions industry, the dinner is a fundraiser for MMI’s Gateway to Leadership Foundation.

MMI and Cerulli to Consolidate Investment Advisory Solutions Industry Data

MMI is pleased to announce that it has entered into an agreement with Cerulli Associates (Cerulli) to transition MMI’s investment advisory solutions data platform to Cerulli as of the third quarter of 2018. Cerulli will integrate MMI’s historical investment advisory data set into its existing operations and continue the industry-leading data collection and reporting processes that MMI has provided since 1997. Read more.

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, covering four main topics – advisory data and insights, the future of ESG and sustainable investing, the impact of leading-edge technologies, and distribution efficiency in a lower fee environment. Contributors to this edition include: Accenture, Baillie Gifford, Broadridge, Casey Quirk by Deloitte, DST, Horizon Investments, LifeYield/Investments & Wealth Institute®, Mercer, Morgan Stanley, State Street, and ZS.

New Research Update: 2018 Retail Distribution of Alternative Investments

Where are the best growth opportunities within the alternative investments industry? MMI’s new research report, 2018 Retail Distribution of Alternative Investments, is now available for members. The report analyzes proprietary data provided by member firms on both traditional and liquid alternative investments, making it unique within the industry. Click here to download the full report or the Executive Summary.

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