Error message

  • Warning: SimpleXMLElement::__construct(): Entity: line 1: parser error : StartTag: invalid element name in _dynamic_news_getFeed() (line 69 of /home/mmiadmin/public_html/sites/all/modules/custom/dynamic_news/dynamic_news.inc).
  • Warning: SimpleXMLElement::__construct(): <!doctype html> in _dynamic_news_getFeed() (line 69 of /home/mmiadmin/public_html/sites/all/modules/custom/dynamic_news/dynamic_news.inc).
  • Warning: SimpleXMLElement::__construct(): ^ in _dynamic_news_getFeed() (line 69 of /home/mmiadmin/public_html/sites/all/modules/custom/dynamic_news/dynamic_news.inc).
  • Warning: SimpleXMLElement::__construct(): Entity: line 1: parser error : Extra content at the end of the document in _dynamic_news_getFeed() (line 69 of /home/mmiadmin/public_html/sites/all/modules/custom/dynamic_news/dynamic_news.inc).
  • Warning: SimpleXMLElement::__construct(): <!doctype html> in _dynamic_news_getFeed() (line 69 of /home/mmiadmin/public_html/sites/all/modules/custom/dynamic_news/dynamic_news.inc).
  • Warning: SimpleXMLElement::__construct(): ^ in _dynamic_news_getFeed() (line 69 of /home/mmiadmin/public_html/sites/all/modules/custom/dynamic_news/dynamic_news.inc).

Key Areas

2019 MMI
Titanium Partner 

Fiserv

2019 MMI
Platinum Partner 

BNY Mellon

2019 MMI
Cobalt Partner
 

Envestnet

 

 

Gateway to Leadership Foundation named Diversity Champion Finalist in InvestmentNews’ Excellence in Diversity & Inclusion Awards

InvestmentNews has selected MMI’s Gateway to Leadership Foundation as a finalist in the Diversity Champion category for its 2019 Excellence in Diversity & Inclusion Awards. Thank you to the Gateway Board of Trustees, our MMI members, and university partners for their hard work and contributions to the Foundation. Also, a big congratulations to the other Diversity Champion finalists and the inspiring group of individual Award winners! Learn more.

2019 Leadership Pathway: Now Accepting Applications through September 6th

Entering its 5th year with over 100 participants and alumni. Countless promotions in rank. MMI’s Leadership Pathway program is working, and it is now accepting applications for its 2019 class. See more information here.

New Edition of the MMI Journal of Investment Advisory Solutions – Now Available

MMI has released the latest edition of the MMI Journal of Investment Advisory Solutions, which addresses five key topics – the future of advice, less liquid/illiquid structures, the digital revolution, unlocking the potential of ESG and sustainable investing, and distribution efficiency in a lower fee environment. Download the new edition now.

New Research Update: 2019 Retail Distribution of Alternative Investments

After a tough 2018, what’s next for alternative investments? MMI’s new research report, 2019 Retail Distribution of Alternative Investments, produced in conjunction with FUSE Research, is now available for member download. The report analyzes proprietary data provided by member firms on both traditional and liquid alternative investments, making it unique in the industry.

MMI-Cerulli “Advisory Solutions Quarterly” with Q1 2019 Data Available

MMI and Cerulli Associates are pleased to present the Q1 2019 edition of Advisory Solutions Quarterly, the quarterly data summary for MMI members. In addition, the MMI-Cerulli Advisory Solutions Data portal on Cerulli’s Lodestar platform has now been updated with Q1 2019 data. Read more.
Featured Events
Benefits of Membership
  • 2019 MMI Annual Conference

    October 14-16, 2019 | Atlanta
    Hyatt Regency Atlanta

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

     

    Join us for the investment advisory solutions industry’s
    most important event of the year!
    • Conferences & Events
    • Monthly Webinars
    • Committee Memberships
    • Networking Opportunities
    Learn More about MMI in our Brochure.
    • Member Only Industry Data
    • Exclusive Industry Surveys
    • Proprietary Publications
    • Educational Workshops
    Get the latest MMI news & alerts by Subscribing.
    • Standardization Efforts
    • Regulatory Advocacy
    • Diversity Programs
    • Media Outreach
    Learn More about MMI in our Brochure
Latest Blog
Industry News

MMI Communities

MMI Center for Distribution Excellence

MMI/Morningstar Sustainable Investing Initiative

 

Subscribe to MMI Emails & Alerts

Stay up to date on MMI Events, News and Publications by subscribing to emails from MMI. We do not share our email lists and you can unsubscribe at anytime.