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

New Research from MMI and Aon Finds Demand for Financial Advice Has Increased Substantially

More than half (52%) of investors say that the value of financial advice has increased post crisis, but less than half (43%) report actually having a planning discussion with their advisor in the past year. Why the disconnect? Learn more in new Advisory Solutions: Expectations and Experiences research from MMI and Aon.

2021 MMI/Barron's Industry Awards Nominations Open Through 5 PM on Friday, August 13

Nominations are open for the 2021 MMI/Barron's Industry Awards recognizing innovation and leadership in the investment advisory solutions industry. Now in their 13th year, the Awards celebrate outstanding achievement and honor firms that have raised the bar by delivering superior solutions for financial advisors and investors over the past year. Nominate your own firm or submit a nomination for another firm whose work you admire by 5 PM ET on Friday, August 13th. 

MMI-Cerulli Q1 2021 Advisory Solutions Data Available

MMI and Cerulli Associates announce the release of the Q1 2021 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry’s continued record-setting growth. This report also explores why fixed-income managers have been largely unable to enjoy distribution through model-delivered separate accounts, and the select circumstances that have allowed a limited number of firms to become exceptions to this rule. Read more.

MMInsight

MMInsight is a weekly newsletter for MMI members that covers news on upcoming events, programs & opportunities. Look for it every Friday morning in your inbox! Not receiving? Sign-up now.

MMI Polls

We want to hear from you! MMInst.org now features polls that will address current topics of interest. This week’s question addresses the Olympics. Will you be watching? Scroll down and let us know.

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MMI Polls

How do you feel about viewing the Olympics?

The 2021 Tokyo Olympics are here. After a year-long postponement due to the COVID pandemic, the best athletes in the world are gathering in Japan to participate in 28 different sports in the hopes of earning a gold medal. How do you feel about viewing?

Featured Event

2021 MMI Annual Conference

October 20-22, 2021 | Denver | Hilton Denver City Center
Charged admission | Open to members and non-members | Press allowed

 

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