Key Areas

2019 MMI
Titanium Partner 

Fiserv

2019 MMI
Platinum Partner 

BNY Mellon

2019 MMI
Cobalt Partner
 

Envestnet

 

 

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.

New Report – Modern Wealth: The Roadmap to Improved Investor and Advisor Outcomes

MMI is pleased to announce the release of a new report, Modern Wealth: The Roadmap to Improved Investor and Advisor Outcomes, that highlights the distinct shift taking place across the advisory industry from discrete products, accounts, and technology tools to integrated, household-level solutions. Download the report.

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.
Featured Events
Benefits of Membership
  • 2019 MMI Sales & Marketing Leadership Summit

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

    Sold Out

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

     
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    Learn More about MMI in our Brochure.
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    • Standardization Efforts
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    Learn More about MMI in our Brochure
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MMI/Morningstar Sustainable Investing Initiative

 

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