Key Areas

2018 MMI
Titanium Partner 
BNY Mellon

2018 MMI
Platinum Partner

Fiserv

 

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.

MMI is Hiring - Three Positions Available

MMI is looking for qualified candidates to fill three open positions in its New York City office. Click here to read the job descriptions for the positions of Vice President, Educational Sales; Vice President, Program Marketing Manager; and Project Associate.
Featured Events
Benefits of Membership
  • 2018 MMI Toronto Wealth Management Summit

    November 7, 2018 | Toronto
    Vantage Venues

    Summit Co-Chairs:
    Barbara Foy-Pilchner,     Managing Director, National Accounts, Manulife Asset Management
    Erin Griffiths, Managing Director, Global Online Brokerage, Scotiabank
    • 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.