Key Areas

2018 MMI
Titanium Partner 
BNY Mellon

2018 MMI
Platinum Partner

Fiserv

 

MMI-Cerulli “Advisory Solutions Quarterly” and Data Portal Now Available

MMI and Cerulli Associates are pleased to present the first edition of Advisory Solutions Quarterly, the new-look quarterly data summary for MMI members with Q3 2018 data. In addition, MMI members that contribute their advisory solutions data to Cerulli on a quarterly basis now have access to the new MMI-Cerulli Advisory Solutions Data portal through Cerulli’s online Lodestar platform. Read more.

Fundamentals of Investment Advisory Solutions Curriculum Available – Special Pricing through 12/31

MMI is pleased to announce the launch of our newest online curriculum for investment advisory professionals, Fundamentals of Investment Advisory Solutions. As the industry continues its broad shift to the advisory model, it’s critical that your employees have a 360o perspective of the rapidly-evolving advisory space. Learn more about this new eight-course series here.

New Special Brief: A 360° View of Distributor Due Diligence Teams

With home-office due diligence teams wielding increasing influence, asset managers need to understand – and align – with their unique structures, needs, and initiatives. To provide insights into the investment manager research function, MMI and FUSE Research Network teamed up to conduct a new study focused on the dynamics of distributor due diligence teams. Click here to learn more and download the full report.

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.

2018 Leadership Pathway Class Announced

As we wrap up 2018 and MMI kicks off the fourth year of its Leadership Pathway program, we are pleased to announce the 25 rising leaders that have been accepted into the new class. Click here to review the list.
Featured Events
Benefits of Membership
  • MMI/Sequoia Wholesaler Bootcamp

    December 14, 2018 | Offices of Voya Investment Management
    230 Park Ave, New York, NY 10169

    One of the highlights of MMI’s recent Distribution Leadership Forum in Chicago was a keynote presentation by Steve Meier of Sequoia Systems International. The feedback was so positive that we have invited Sequoia to expand the session into a one-day Wholesaler Bootcamp on Friday, December 14th in New York City.
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