MMI is pleased to announce the First Quarter 2021 edition of the MMI Journal of Investment Advisory Solutions, a compendium of research reports and articles on some of the hottest topics in the advisory solutions space. Developed to provide MMI members with informed perspective from industry thought leaders, this edition addresses these major topics.
MMI is proud to share the annual MMI Chair and President’s Report. Now available in flip book format, the report provides a summary of our initiatives undertaken in 2020, as well as a look ahead to this year’s enhancements and developments you can expect from MMI. New this year, the report includes a few short video highlights that you won’t want to miss.
MMI and Cerulli Associates announce the release of the Q3 2020 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of September 30, 2020. Managed account industry assets ballooned to $7.8 trillion at the end of the third quarter, having expanded 12.3% during the past year and 20.5% over the last two years. Net flows for the quarter bounced back to $115.5 billion, approaching pre-COVID levels, with UMA flows leading the way at $32.4 billion.
The Money Management Institute is excited to announce the re-launch of our Continuous Learning Center (CLC) and a special introductory offer. This virtual and cloud-based learning platform now incorporates the best of digital programming across conferences, webinars, and formal educational courses created by MMI and in partnership with industry and learning leaders.
The Money Management Institute and Barron’s today announced the winners of the 2020 MMI/Barron’s Industry Awards at a special virtual ceremony during MMI’s 2020 Annual Conference. Now in its twelfth year, the Industry Awards recognize innovation and achievement in the investment advisory solutions industry over the past year.
MMI and Cerulli Associates announce the release of the Q2 2020 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of June 30, 2020. The managed accounts industry experienced a strong recovery from the COVID-19-induced market collapse, increasing 13.1% during the second quarter. The “V-shaped” recovery of the financial markets drove assets back to $7.3 trillion – just slightly below the record high of $7.4 trillion at the end of 4Q 2019.
Executive-level certification provides investment leaders with training and networking opportunities to advance their careers and organizations
The meaning of client-centricity is changing – a trend which has been accelerated by the COVID-19 pandemic. Clients increasingly want their advisors to connect their financial plans to their personal values. To do this at scale, the most successful advisors across all age groups are embracing the productivity-enhancing technology and wealth management tools made available by their firms.
2020 MMI/Barron's Industry Awards
Nominations Open Through 5PM on Tuesday, September 8