Key Areas

2018 MMI
Titanium Partner 
BNY Mellon

2018 MMI
Platinum Partner

Fiserv

 

Fundamentals of Investments Advisory Solutions Curriculum Available – Special Pricing through 12/31

MMI is pleased to announce the launch of our newest online curriculum for investment advisory professionals, Fundamentals of Investment Advisory Solutions. As the industry continues its broad shift to the advisory model, it’s critical that your employees have a 360o perspective of the rapidly-evolving advisory space. Learn more about this new eight-course series here.

New Special Brief: A 360° View of Distributor Due Diligence Teams

With home-office due diligence teams wielding increasing influence, asset managers need to understand – and align – with their unique structures, needs, and initiatives. To provide insights into the investment manager research function, MMI and FUSE Research Network teamed up to conduct a new study focused on the dynamics of distributor due diligence teams. Click here to learn more and download the full report.

MMI and Barron’s Announce Winners of 2018 Industry Awards Recognizing Leadership in Investment Advisory Solutions

The winners of the 2018 MMI/Barron’s Industry Awards were announced at MMI’s 2018 Annual Conference on October 16th in Dallas. Now in their tenth year, the Industry Awards recognize innovation and achievement in the investment advisory solutions industry over the past year. View the list of winners here.

Investment Advisory Solutions Cross $6.3 Trillion – Q2 2018 MMI Central Now Available

Advisory assets continue to move in lockstep with the markets, crossing $6.3 trillion and reaching a record-high at the end of the second quarter. Net flows decreased for the second quarter in a row, to $78 billion, on the heels of four consecutive quarters with net inflows of over $100 billion. The Q2 2018 edition of MMI Central is now available for member download. COMING Q3! – With the transition of MMI’s industry data platform to Cerulli Associates, MMI members will see a new-style quarterly data summary effective with Q3 2018 data. Read more.

2018 MMI/Barron’s Industry Awards – Finalists Announced

MMI is pleased to announce the finalists for the 2018 MMI/Barron's Industry Awards. View the complete list of finalists by category. Congratulations to the finalists and all the firms that were nominated! Join us when the winners are announced on Tuesday, October 16th at the gala 2018 MMI/Barron’s Industry Awards Dinner during the MMI Annual Conference in Dallas. In addition to honoring innovation and leadership in the investment advisory solutions industry, the dinner is a fundraiser for MMI’s Gateway to Leadership Foundation.

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.
Featured Events
Benefits of Membership
  • MMI/Sequoia Wholesaler Bootcamp

    December 14, 2018 | Offices of Voya Investment Management
    230 Park Ave, New York, NY 10169

    One of the highlights of MMI’s recent Distribution Leadership Forum in Chicago was a keynote presentation by Steve Meier of Sequoia Systems International. The feedback was so positive that we have invited Sequoia to expand the session into a one-day Wholesaler Bootcamp on Friday, December 14th in New York City.
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