Key Areas

2019 MMI
Titanium Partner 

Fiserv

2019 MMI
Platinum Partner 

BNY Mellon

2019 MMI
Cobalt Partner
 

Envestnet

 

 

Breaking News - "Constructive Delivery" of Mutual Fund Prospectuses to Discretionary Investment Advisers

We are pleased to share a significant and positive outcome to MMI's advocacy efforts to advance the interests of our members by obtaining guidance from the SEC staff that a broker-dealer can satisfy its prospectus delivery obligations under the federal securities laws by delivering prospectuses to investment advisers in managed account programs instead of their clients. The Division of Corporation Finance responded yesterday to a request for interpretive guidance submitted on MMI's behalf on April 2, 2019 by Morgan Lewis. Read more.

Looking Back: 2019 Sales & Marketing Leadership Summit

This year's sold-out Sales & Marketing Leadership Summit was one for the record books. We owe the success of the event to our expert speakers, fantastic sponsors, and engaged attendees. Take a look at some of our favorite memories from the event!

MMI Elects Five Firms to its Board of Governors

MMI has announced the election of five new firms to its Board of Governors. Each firm will be represented on the Board by an experienced, senior-level executive. Read more.

New Report – Fundamentals of Sustainable Investment: A guide for financial advisors

Amid growing investor interest in integrating ESG factors into investing, MMI and The Investment Integration Project (TIIP) are pleased to introduce a new guide to help financial advisors effectively integrate sustainable investing into their practices. Download the guide.

MMI-Cerulli “Advisory Solutions Quarterly” with Q4 2018 Data Available

MMI and Cerulli Associates are pleased to present the year-end 2018 edition of Advisory Solutions Quarterly, the quarterly data summary for MMI members. In addition, the MMI-Cerulli Advisory Solutions Data portal on Cerulli’s Lodestar platform has now been updated with Q4 2018 data. Read more.
Featured Events
Benefits of Membership
  • 2019 MMI Women in Distribution Symposium

    April 22-23, 2019 | Chicago
    Morningstar Headquarters

    22 W. Washington Street, 7th Floor
    Chicago, IL 60602

    How to Win in Distribution

    Symposium Co-Chairs:
    Karen Lutomski,     Managing Director, Advisor Consultant, Private Wealth Advisory, Nuveen
    Anne Steer, Head of Distribution, Congress Asset Management

    A Gathering of Female Client-Facing Professionals Designed to Inspire, Empower and Support Women Leaders in Distribution
    • Conferences & Events
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    • Committee Memberships
    • Networking Opportunities
    Learn More about MMI in our Brochure.
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    • Educational Workshops
    Get the latest MMI news & alerts by Subscribing.
    • Standardization Efforts
    • Regulatory Advocacy
    • Diversity Programs
    • Media Outreach
    Learn More about MMI in our Brochure
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