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Key Areas

2020 MMI
Titanium Partner 

 

2020 MMI
Platinum Partner

 

BNY Mellon

2020 MMI
Cobalt Partner
 

Envestnet

 

MMI is Hiring - Two Positions Available

MMI is looking for qualified candidates to fill two open positions in its New York City office. Click here to read the job descriptions for the positions of Data and Platform Support Associate and Event and Programming Associate.

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

MMI is pleased to announce the First Quarter 2020 edition of the MMI Journal of Investment Advisory Solutions. Contributors to this edition include: Artivest, Bain & Company, Broadridge, F2 Strategy & MyVest, Horizon Investments, MMI & The Investment Integration Project (TIIP), Morgan Stanley Institute for Sustainable Investing, Northern Trust Asset Management, Pembrook Capital Management, Voya, and WealthConductor LLC, courtesy of 3D Asset Management. Download the new edition now.

New Report – Sustainable Investment Products and Due Diligence: Insights from Industry Experts

MMI and The Investment Integration Project (TIIP) are pleased to announce the release of a new report, Sustainable Investment Products and Due Diligence: Insights from Industry Experts. The report shares reflections and insights from a group of industry experts and investment gatekeepers on the issues and challenges of due diligence for sustainable investment products.

Two New MMI NetMeetings Available

The first features a candid dialogue among experts Igor Jonjic, Michael Kitces, and Skip Massengill, on how to reconcile clients’ low risk tolerance with the need to reach further out on the risk spectrum to achieve their goals. The second features an interview between Jack Sharry and Chris Scott-Hansen about how Morgan Stanley is seeking to improve investor and advisor outcomes while managing the workflow complexity of coordinating household-level assets across an advisor’s book. Watch the NetMeetings today!

MMI Chair and President's Report - January 2020

Jennifer Abate, Chair, MMI Board of Governors and Craig Pfeiffer, President & CEO, MMI, released the MMI Chair and President’s Report to all members. Read the report here to review a few highlights from MMI's 2019 activities and, more importantly, what you can look forward to in 2020.

 
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Benefits of Membership
  • MMI Summit 2020

    Invitation Only
    March 26-27, 2020 | Orlando
    Omni Orlando Resort at ChampionsGate

    Co-Chairs:
    Eric Koestner,     Principal, Packaged Products, Edward Jones
    Sue Thompson, Executive Vice President, Head of SPDR Americas Distribution, State Street Global Advisors
    • Conferences & Events
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    Get the latest MMI news & alerts by Subscribing.
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    Learn More about MMI in our Brochure
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