Money Management Institute

Product proliferation tailored to the retail client has never been greater. It's estimated that the allocation to alternatives for retail clients will significantly increase over the next few years and it's critical that both GPs and wealth distributors optimize/identify opportunities to not just provide differentiated solutions but also drive efficiencies to maximize potential. In a world with more alternative investment solutions available than ever before, model portfolios can help streamline how advisors consider private market allocations and provide a single-ticket solution that helps meet clients' goals based on their risk tolerance and profile. Join us TOMORROW – March 12 – to learn more! Contact MMI at [email protected] to register. #MMICommunities #ModelPortfolios #AlternativeInvestments

MMI and Cerulli Associates are excited to announce an ongoing webinar series focused on the most important trends shaping the U.S. asset and wealth management industries! Join us for the series kickoff on Wednesday, March 19, for a one-hour discussion focused on how U.S. retail and institutional markets fared in 2024 and Cerulli’s outlook in 2025.   Moderator: Bing Waldert Panelists: Asher Cheses, Michele Giuditta, CFA, Elizabeth Chiffer   Register now! https://lnkd.in/e9bBCX_9 #MMIWebinar #AssetManagement #WealthManagement #IndustryTrends

MMI webinars feature expert panelists exploring the industry’s most pressing topics. These sessions provide valuable insights and practical strategies to help you stay informed and ahead in your field. Learn more about upcoming MMI webinars and access the replays: https://lnkd.in/eVGNHSHW #MMInst #MMIWebinar #ExpertInsights #ProfessionalGrowth

Join us May 13 in NYC at the offices of BlackRock as stakeholders from across the alternative investment ecosystem convene to unpack the current landscape, examine emerging product and distribution trends, and discuss what advisors and clients are looking for in today’s market and economic environment. Space is limited, reserve your spot today! https://lnkd.in/eE-4c39H   Forum Co-Chairs: Bill Golden, MBA, CAIA, Managing Director, Head of Product Solutions, Voya Investment Management Alison Nest, Managing Director, Head of Investment Solutions Products, Morgan Stanley   #MMIAlternativeInvestments #AlternativeInvestments #WealthManagement #AssetManagement

One week ago, the inaugural #MMIRIAForum brought together professionals across the RIA and asset management industry for a day of expert insights and networking.   Thank you to Forum Co-Chairs Thomas P. Kiley III, CETF® and Vadim Levin, CAIA, our supporting sponsors Blue Owl Capital and S&P Dow Jones Indices, and our host Calamos Investments. The contributions of our sponsors, speakers, panelists, and attendees made this event a success! 

We’re excited to share that the second cohort of MMI’s Academy program kicked off this past Monday! Participants had the opportunity to connect with one another and participate in segmented networking breakout groups.   All this week, Academy participants will tune-in to expert advice and teachings from top industry leaders, gaining background insights and knowledge prior to next week's in-person classes hosted at NYU Stern School of Business and two member firms.   Here's a sneak peek into this week's discussion topics: Andrew (Drew) O'Hearn, CFP® (Cerulli Associates) - Intro to Wealth Management James Finch (NYU | Stern) - Convergence of Asset Gatherers T. Neil Bathon (FUSE Research Network LLC) - 2025 Predictions Loren Fox (FUSE Research Network LLC) - 2025 Predictions   #MMIAcademy #ProfessionalDevelopment #LeadershipDevelopment #InvestmentManagement #WealthManagement #AssetManagement

What do asset managers and wealth managers view as the main use case for direct or custom indexing? According to the 2024 MMI Investment Advisory Pulse Survey conducted in May/June 2024 in conjunction with Broadridge, 92% of total respondents (both asset managers and wealth managers) agreed that direct/custom indexing is primarily recognized for offering tax efficiencies for clients. The next two most popular use cases reported were: 1. addressing clients' unique investment preferences/restrictions (72%) and 2. diversification when clients have large positions in a single stock (63%). Check out the full report today: https://lnkd.in/dBjTEaDJ #AssetManagement #WealthManagement #MMIInvestmentAdvisoryPulseSurvey Tim Kresl

We're #hiring a new Operations/Administrative Associate in New York, New York. Apply today or share this post with your network.

We're #hiring a new Administrative Associate – Events & Programming Team in New York, New York. Apply today or share this post with your network.

Wrapping up yesterday's #MMIRIAForum, Thomas P. Kiley III, CETF®, John Hyman, and Michael Moriarty explored key trends in portfolio construction, addressing the challenges and opportunities that investors face. They also discussed the shifting role of traditional solutions and shared their perspectives on the investment outlook for 2025. A sincere thank you to our speakers, attendees, and sponsors for making this event a success!