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

MMI is pleased to announce the new edition of the MMI Journal of Investment Advisory Solutions, a compendium of research reports and articles on topics critical to the ongoing evolution of investment advisory solutions. One of the many ways MMI provides members with informed perspective from industry thought leaders, this edition addresses four key topics.

  • Investment Advisory Solutions Insightsbroad trends in market segments and product development and usage
  • The Evolution of Client Engagement Modelsnew approaches firms and financial advisors are using to attract clients, expand the scope of services offered, and deepen relationships
  • Fintech as an Enablerinnovative use cases of how cutting-edge technology can supplement the human relationships between firms, advisors, and clients
  • The Future of ESG and Sustainable Investingthe transition from academic to application in the ESG space – and the associated challenges and opportunities

Look for insightful reports and articles from Advisor Innovation Labs, Bain & Company, Broadridge, Casey Quirk, Fiserv, Horizon Investments, Morningstar, Northern Trust, Oliver Wyman, Russell Investments, and SEI Knowledge Partnership.

We trust you will find this new edition a valuable resource and welcome your feedback.

Download the new edition of the MMI Journal of Investment Advisory Solutions.

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