Key Areas

2018 MMI
Titanium Partner 
BNY Mellon

2018 MMI
Platinum Partner

Fiserv

 

MMI and Cerulli to Consolidate Investment Advisory Solutions Industry Data

MMI is pleased to announce that it has entered into an agreement with Cerulli Associates (Cerulli) to transition MMI’s investment advisory solutions data platform to Cerulli as of the third quarter of 2018. Cerulli will integrate MMI’s historical investment advisory data set into its existing operations and continue the industry-leading data collection and reporting processes that MMI has provided since 1997. Read more.

2018 MMI/Barron’s Industry Awards – Nominations Now Open!

Now in their tenth year, the Awards honor innovation and leadership in the investment advisory solutions industry. Help us recognize firms that have raised the bar by delivering superior solutions for financial advisors and investors over the past year. Nominate your own firm or submit a nomination for another firm whose work you admire. Nominations are due by 5:00pm ET on Friday, August 17.

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

MMI has released the second edition of the new MMI Journal of Investment Advisory Solutions, covering four main topics – advisory data and insights, the future of ESG and sustainable investing, the impact of leading-edge technologies, and distribution efficiency in a lower fee environment. Contributors to this edition include: Accenture, Baillie Gifford, Broadridge, Casey Quirk by Deloitte, DST, Horizon Investments, LifeYield/Investments & Wealth Institute®, Mercer, Morgan Stanley, State Street, and ZS.

MMI is Hiring - Three Positions Available

MMI is looking for qualified candidates to fill three open positions in its New York City office. Click here to read the job descriptions for the positions of Vice President, Educational Sales; Vice President, Program Marketing Manager; and Project Associate.

New Research Update: 2018 Retail Distribution of Alternative Investments

Where are the best growth opportunities within the alternative investments industry? MMI’s new research report, 2018 Retail Distribution of Alternative Investments, is now available for members. The report analyzes proprietary data provided by member firms on both traditional and liquid alternative investments, making it unique within the industry. Click here to download the full report or the Executive Summary.

MMI Center for Distribution Excellence Now Open

MMI is pleased to announce the launch of the MMI Center for Distribution Excellence (CDE), a groundbreaking initiative built by – and for – industry sales professionals. With a comprehensive suite of events, networking opportunities, and educational resources, the CDE is constructed to help sales professionals stay on top of their game by broadening their skill sets and increasing the value they deliver to advisors. Learn more.
Featured Events
Benefits of Membership
  • 2018 MMI Annual Conference

    October 15-17, 2018 | Dallas, TX
    Hyatt Regency Dallas

    The Keys to Growth: Reinventing and Enhancing the Client Experience

    Co-Chairs:
    Keith Glenfield,     Managing Director, Head of Investment Solutions, Bank of America Merrill Lynch
    Cheryl Nash, President, Investment Services, Fiserv
    • Conferences & Events
    • Monthly Webinars
    • Committee Memberships
    • Networking Opportunities
    Learn More about MMI in our Brochure.
    • Member Only Industry Data
    • Exclusive Industry Surveys
    • Proprietary Publications
    • 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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MMI Communities

MMI Center for Distribution Excellence

MMI/Morningstar Sustainable Investing Initiative

 

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