Produced in partnership with rpmAUM, MMI has released a new study that concludes asset management firms suffer from a significant gap between their own perceptions of where they are in their life stages and market realities – a gap that could be leading to lost growth opportunities. Read more.
MMI is pleased to announce that Matt Witkos, President of Eaton Vance Distributors, has been selected as the 2017 MMI Advisory Solutions Pioneer. Mr. Witkos will be honored during the MMI/Barron’s Industry Awards Dinner on October 3rd at the MMI Annual Conference in Chicago for his contributions to the investment advisory solutions industry. Read more.
Assets in Investment Advisory Solutions stood at nearly $5.4 trillion at the end of Q2 2017. Net sales for the quarter showed continued strength at $117 billion – the third quarter in a row that inflows have topped $100 billion.
The Q2 2017 edition of MMI Central, MMI’s flagship quarterly data summary, is now available for member download.
MMI is the national organization for the advisory solutions industry, representing asset management firms, sponsors of investment advisory programs, and service providers. MMI provides a forum for the industry's leaders to address issues and better serve investors.