Key Areas

2019 MMI
Titanium Partner 

Fiserv

2019 MMI
Platinum Partner 

BNY Mellon

2019 MMI
Cobalt Partner
 

Envestnet

 

 

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.

Breaking News - "Constructive Delivery" of Mutual Fund Prospectuses to Discretionary Investment Advisers

We are pleased to share a significant and positive outcome to MMI's advocacy efforts to advance the interests of our members by obtaining guidance from the SEC staff that a broker-dealer can satisfy its prospectus delivery obligations under the federal securities laws by delivering prospectuses to investment advisers in managed account programs instead of their clients. The Division of Corporation Finance responded yesterday to a request for interpretive guidance submitted on MMI's behalf on April 2, 2019 by Morgan Lewis. Read more.

Looking Back: 2019 Sales & Marketing Leadership Summit

This year's sold-out Sales & Marketing Leadership Summit was one for the record books. We owe the success of the event to our expert speakers, fantastic sponsors, and engaged attendees. Take a look at some of our favorite memories from the event!

MMI Elects Five Firms to its Board of Governors

MMI has announced the election of five new firms to its Board of Governors. Each firm will be represented on the Board by an experienced, senior-level executive. 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
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MMI Center for Distribution Excellence

MMI/Morningstar Sustainable Investing Initiative

 

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