Publications

To fulfill its mission to help members to KNOW, MMI produces a variety of proprietary, members-only publications with important data and information on the advisory solutions industry: 


MMI-Cerulli Advisory Solutions Quarterly

With the transition in Q3 2018 of MMI’s industry data platform to Cerulli, this new joint publication showcases the combined MMI-Cerulli data sets and replaces MMI Central. The report offers a quick, easily digested snapshot of the advisory solutions marketplace with a fresh, updated design and the insights of the Cerulli research team.


MMI Journal of Investment Advisory Solutions

A compendium of research reports and articles by industry thought leaders and subject matter experts that offer informed perspective on topics critical to the ongoing evolution of investment advisory solutions.


MMI Central

The last issue of MMI Central was published in Q2 2018. This publication has been replaced by MMI-Cerulli Advisory Solutions Quarterly. An archive of past issues of MMI Central is available here.


Industry Guide

The last issue of the MMI Industry Guide to Investment Advisory Solutions was published in 2016-2017. The Guide’s historical data sets are now available to MMI members through the online MMI-Cerulli Advisory Solutions Data portal. An archive of past issues of the Industry Guide is available here.


White Papers

MMI Reports is a series of research reports on important and/or emerging industry topics designed to provide members with information, perspective and best practices.


Perspectives

MMI Perspectives is a series of interviews with thought leaders from both within and outside of the managed solutions industry.


ViewPoint

MMI Advisory Solutions ViewPoint is a series of bylined articles written by thought leaders and influencers in the managed solutions industry.


Special Reports

Special Reports highlight topics and issues relevant to the managed solutions industry and/or of special interest to MMI member firms.


Value of Advice Library

A series of publications from industry sources that highlights the features and benefits that investment advisory solutions provide to investors.