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Key Areas

2019 MMI
Titanium Partner 

Fiserv

2019 MMI
Platinum Partner 

BNY Mellon

2019 MMI
Cobalt Partner
 

Envestnet

 

 

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.

MMI-Cerulli “Advisory Solutions Quarterly” with Q2 2019 Data Available

MMI and Cerulli Associates are pleased to present the Q2 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 Q2 2019 data. Read more.

2019 MMI/Barron's Industry Awards - Finalists Announced

MMI is pleased to announce the finalists for the 2019 MMI/Barron's Industry Awards. Congratulations to the finalists and all the firms that were nominated! View the complete list of finalists here. Plus, join us when the winners are announced on Tuesday, October 15 at the 2019 MMI/Barron’s Industry Awards Dinner during the Annual Conference in Atlanta. 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.

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.
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

     

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