Connect. Know. Grow.

The industry association representing financial services firms that provide financial advice and investment advisory solutions to investors.

Connect with Diverse Talent through MMI's Industry Job Board

Member firms can post available internships in addition to full-time entry-level and mid-level positions. If you are representing a member firm and would like to post a position on the board, click here. If you are a job seeker, scroll down to view the latest opportunities!

MMI-Cerulli Q2 2021 Advisory Solutions Data Available

MMI and Cerulli Associates announce the release of the Q2 2021 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry’s continued growth to $9.9 trillion in assets on strong net flows of $256 billion in the second quarter. This report also explores how consolidation and fee compression may spur an increase in proprietary assets as sponsor firms seek to increase profitability and control a greater share of the managed account ecosystem.

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

MMI is pleased to announce the Third Quarter 2021 edition of the MMI Journal of Investment Advisory Solutions, which looks at some of the hottest topics in the advisory solutions space. Learn more.

New MMI-Aon Research: Market Turbulence and the Shift Toward Financial Advice

With greater use of planning, monitoring and reporting tools, both clients and advisors across wealth levels and age groups have found new and productive ways of working together. Many of these behaviors will persist in the post-pandemic environment. Learn more in the third report of this year’s Advisory Solutions: Expectations and Experiences research from MMI and Aon. Learn more.

2021 MMI/Barron’s Industry Awards – Finalists Announced

MMI is pleased to announce the finalists for the 2021 MMI/Barron's Industry Awards. Congratulations to the finalists and all the firms that were nominated! View the complete list of finalists here. The Award Winners will be announced during a special MMI/Barron’s Industry Awards Ceremony in early November. The date will be announced shortly. We hope you will be able to join us!

Hiring Now: Operations Associate

MMI is looking for a qualified candidate to fill an open position in its New York City office. Click here to read the job description.

2021 MMI Annual Conference

Join us October 20-28 for MMI’s 2021 Annual Conference. Now in a virtual format, this year’s event will bring together the business executives, innovators, and thought leaders driving the accelerated transformation taking place in the investment advisory arena. Learn more.

Is Your Firm A Member?

MMI membership is at the corporate level. Check here to view a list of member firms.

If your firm is a member, you are eligible to receive member access to
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Request access here.

If your firm is not a member, learn more here.

 

 

MMI Polls

Blockchain and distributed ledger platforms are transforming major components of the financial services eco-system including payments, recordkeeping, trading and investing. How will blockchain platforms most affect your business?

Blockchain and distributed ledger platforms are transforming major components of the financial services eco-system including payments, recordkeeping, trading and investing. How will blockchain platforms most affect your business?

Featured Event

2021 MMI Annual Conference

October 20-28, 2021
Charged admission | Open to members and non-members | Press allowed

Co-Chairs:
Tom Sholes, Chief Strategy Officer, Managing Director, BNY Mellon | Pershing
Lily Trager, Head of Investing with Impact, Managing Director, Morgan Stanley Wealth Management

 

 

 

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Senior Analyst, PE
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Russell Investments

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MMI Partners

2021 Titanium Partner
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2021 MMI Cobalt Partner
2021 MMI Cobalt Partner
2021 MMI Cobalt Partner
2021 Titanium Partner
2021 Platinum Partner
2021 Platinum Partner
2021 MMI Cobalt Partner
2021 MMI Cobalt Partner
2021 MMI Cobalt Partner
2021 MMI Cobalt Partner

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