2017 MMI
Titanium Partner

BNY Mellon

2017 MMI
Platinum Partners







Investment Advisory Solutions Approach $5.7 Trillion – Q3 2017 MMI Central Now Available

Assets in Investment Advisory Solutions stood at nearly $5.7 trillion at the end of Q3 2017. Net flows for the quarter showed continued strength at $109 billion – the fourth quarter in a row that inflows have topped $100 billion. The Q3 2017 edition of MMI Central, MMI’s flagship quarterly data summary, is now available for member download.

Chairman and President Report - December 2017

As we close 2017 and look ahead to the new year, MMI Chairman Roger Paradiso and President Craig Pfeiffer highlight important new initiatives and what they mean to member firms. Read the report here and register now for a MMI All-Member Town Hall Net-Meeting on January 11th.

Craig Pfeiffer Letter re: the Senate Tax Legislation and FIFO Clause Impact

The Tax Cuts and Jobs Act, passed by the U.S. Finance Committee on November 16th, includes a provision that would generally require taxpayers selling, gifting or otherwise disposing of securities in which the taxpayer holds multiple positions to determine cost basis on a first-in, first-out basis, and effective for dispositions on or after January 1, 2018.

MMI/FundFire Survey Highlights Racial Diversity Gaps Across Asset Management Industry – November 2017

A new survey conducted by MMI and FundFire reveals stark disparities between the number of white and minority professionals in positions of company leadership, as well as investment and distribution roles.

MMI Congratulates the Leadership Pathway Class of 2015 and Welcomes the Class of 2017

As MMI enters the third year of its Leadership Pathway program, we congratulate the members of the program’s inaugural class on their graduation and welcome the new members of the 2017 Class to the program. Read more.

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