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

MMI Summit 2020: A Virtual Experience

MMI is excited to announce MMI Summit 2020: A Virtual Experience! Starting in April and lasting through May, we’ll be delivering all the great sessions and speakers that were lined up for Summit 2020 in a series of short virtual events. Click here for more information.

Advisory Solutions Quarterly – Q4 2019

MMI-Cerulli Q4 2019 Advisory Solutions Data Available

MMI and Cerulli Associates announce the release of the Q4 2019 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of December 31, 2019. In addition, the MMI-Cerulli Advisory Solutions Data portal on Cerulli’s Lodestar platform has now been updated with Q4 2019 data. Read more.

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MMI membership is at the corporate level. Check here to view a list of member firms.

If your firm is a member, you are eligible to receive member access to MMI's website and subscribe to MMI emails. Request access here.

If your firm is not a member, learn more here.

 

 

Featured Event

MMI Summit 2020

A Virtual Experience

Co-Chairs:
Eric Koestner, Principal, Packaged Products, Edward Jones
Sue Thompson, Executive Vice President, Head of SPDR Americas Distribution, State Street Global Advisors

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2020 Titanium Partner
2020 Platinum Partner
2020 MMI Cobalt Partner
2020 MMI Cobalt Partner

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