2018 MMI
Titanium Partner 

BNY Mellon

2018 MMI
Platinum Partner



Two New MMI NetMeetings Available!

Click here to download two recent NetMeetings -- Lessons in Key Account Management from Other Industries moderated by Rubesh Jacobs, Associate Principal, Head of Asset Management Consulting at ZS, and Navigating Distributor Diligence Teams moderated by Kevin Keefe, Consultant at FUSE Research Network.

Impact Investing Advisor Forum - January 2019

Join MMI on January 17 for a one-day workshop with Jim Sorenson, a global impact investing leader, and other professionals from the Sorenson Impact Center. Far from ivory-tower academics, the professionals at the Sorenson Impact Center are steeped in the real-world of impact investment. Originally targeted to Financial Advisors in the western US, MMI is opening this event to friends nationwide due to overwhelming interest. Click here for more information about the event.

2018 MMI Chairman and President Report

As MMI closes the year and looks ahead to 2019, Chair Patty Loepker and President & CEO Craig Pfeiffer provide a review of the six key pillars of member benefits and services, highlighting important initiatives MMI has been working on in 2018 and – more importantly – a look ahead at what to expect in 2019. Read the report here.

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.

Featured Events
Benefits of Membership
    • Conferences & Events
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    • Standardization Efforts
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