MMI Journal of Investment Advisory Solutions

First Quarter 2023 Edition
Monday, May 1, 2023
We’re pleased to present the First Quarter 2023 edition of the MMI Journal of Investment Advisory Solutions. Now in its sixth year, the Journal showcases forward-thinking research reports and articles on key trends that are shaping the future of...

First Quarter 2022 Edition
Tuesday, April 26, 2022
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...

Third Quarter 2021 Edition
Tuesday, September 28, 2021
The Third Quarter 2021 edition of the MMI Journal of Investment Advisory Solutions addresses these areas: the “next” normal, the acceleration of digitalization, the continued evolution of ESG investing, cryptocurrency as an asset class, and other...

First Quarter 2021 Edition
Wednesday, March 10, 2021
The First Quarter 2021 edition of the MMI Journal of Investment Advisory Solutions, addresses these areas – the “next” normal, the acceleration of digitalization, the continued evolution of ESG investing, and other thought-provoking topics of...

First Quarter 2020 Edition
Wednesday, January 29, 2020
The First Quarter 2020 edition of the MMI Journal of Investment Advisory Solutions, addresses these areas – the future of advice, the digital revolution, unlocking the potential of ESG and sustainable investing, and other thought-provoking topics of...

Third Quarter 2019 Edition
Thursday, July 18, 2019
The Third Quarter 2019 edition of the MMI Journal of Investment Advisory Solutions, addresses five key topics – the future of advice, less liquid/illiquid structures, the digital revolution, unlocking the potential of ESG and sustainable investing,...

Third Edition – Q4 2018
Thursday, February 7, 2019
The Q4 2018 edition of the MMI Journal of Investment Advisory Solutions, addresses four key topics – advisory data and insights, the evolution of client engagement models, fintech as an enabler, and the future of ESG and sustainable investing.

Second Edition – Q2 2018
Tuesday, July 31, 2018
Just released! The second edition of the MMI Journal of Investment Advisory Solutions, covers four main topics – advisory data and insights, the future of ESG and sustainable investing, the impact of leading-edge technologies, and distribution...

Inaugural Edition – Q4 2017
Thursday, January 4, 2018
The inaugural Journal compiles reports and articles on Investment Advisory Solutions Data and Insights, Active AND Passive, and Business Model Evolution.