Key Areas

2019 MMI
Titanium Partner 

Fiserv

2019 MMI
Platinum Partner

BNY Mellon

 

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

MMI has released the latest edition of the MMI Journal of Investment Advisory Solutions, which addresses four key topics – advisory data and insights, the evolution of client engagement models, fintech as an enabler, and the future of ESG and sustainable investing. Contributors to this edition include: Advisor Innovation Labs, Bain & Company, Broadridge, Casey Quirk, Fiserv, Horizon Investments, Morningstar, Northern Trust, Oliver Wyman, Russell Investments, and SEI Knowledge Partnership.

MMI is Hiring - Membership Services Associate

MMI is looking for a qualified candidate to fill its open Membership Services Associate position. This entry-level position is located in MMI's New York City office and is a great opportunity to build one's financial services acumen and communications skills in an exciting and dynamic environment. Share the job description with your eligible contacts today!

2019 MMI Town Hall – News You Should Know

Looking for a quick recap of all the new developments at MMI that your firm can take advantage of? Watch our 2019 MMI Town Hall. Craig Pfeiffer, Patty Loepker, and the MMI team provide a concise overview of key initiatives and member benefits.

Sustainable Investing Online Curriculum Now Available - Special Pricing through 2/28

Just released, the new MMI/Morningstar 
Sustainable Investing Curriculum, is an eight-course, 3.4-hour online curriculum geared to Financial Advisors and industry professionals who want to stay ahead of the sustainable investing curve. 

UPDATE: Fundamentals of Investment Advisory Solutions Curriculum Available – Special Pricing through 2/28

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
  • 2019 MMI Sales & Marketing Leadership Summit

    Invitation Only
    March 28-29, 2019 | Miami
    Mandarin Oriental

    Co-Chairs:
    Noreen Beaman,     Chief Executive Officer, Brinker Capital
    Troy Thornton, Managing Director, Head of U.S. Retail Distribution, Goldman Sachs

     
    • Conferences & Events
    • Monthly Webinars
    • Committee Memberships
    • Networking Opportunities
    Learn More about MMI in our Brochure.
    • Member Only Industry Data
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    • Proprietary Publications
    • Educational Workshops
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    • Standardization Efforts
    • Regulatory Advocacy
    • Diversity Programs
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    Learn More about MMI in our Brochure
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MMI Center for Distribution Excellence

MMI/Morningstar Sustainable Investing Initiative

 

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