First Quarter 2022 Edition of the MMI Journal of Investment Advisory Solutions

As MMI kicks off its 25th anniversary celebration, we’re pleased to present the First Quarter 2022 edition of the MMI Journal of Investment Advisory Solutions. Now in its fifth year, the Journal
showcases forward-thinking research reports and articles on key trends that are shaping the future of investment advice and solutions.


A look at the topics we chose for this issue demonstrates just how far the managed account business has evolved since MMI was formed in 1997. From a narrow focus on Separately Managed Accounts, our industry’s remit now includes crypto assets, direct indexing, and ESG Investing – not to mention the digitalization and democratization of investment advice. 

Look for insightful reports and articles from Andes Wealth Technologies, Archer, BNY Mellon, Broadridge, Kathy Freeman Company, Healthpilot, Morningstar, MSCI ESG Research, Nuveen, Orion, SS&C Technologies, and YCharts.

Article submissions and questions about the Journal can be directed to Joan Lensing at or (646) 868-8500.