2017 MMI
Titanium Partner

BNY Mellon

2017 MMI
Platinum Partners







Matt Witkos to be Honored as MMI’s 2017 Advisory Solutions Pioneer

MMI is pleased to announce that Matt Witkos, President of Eaton Vance Distributors, has been selected as the 2017 MMI Advisory Solutions Pioneer. Mr. Witkos will be honored during the MMI/Barron’s Industry Awards Dinner on October 3rd at the MMI Annual Conference in Chicago for his contributions to the investment advisory solutions industry. Read more.

2017 MMI/Barron’s Industry Awards – Finalists Announced

MMI is pleased to announce the finalists for the 2017 MMI/Barron's 2017 Industry Awards. View the complete list of finalists by category. Congratulations to the finalists and all the firms that were nominated! Join us when the winners are announced on Tuesday, October 3rd at the gala 2017 MMI/Barron’s Industry Awards Dinner during the 2017 Annual Conference in Chicago. In addition to honoring innovation and leadership in the investment advisory solutions industry, the dinner is a fundraiser for MMI’s Gateway to Leadership workplace diversity program.

Investment Advisory Solutions Hit $5.4 Trillion – Q2 2017 MMI Central Now Available

Assets in Investment Advisory Solutions stood at nearly $5.4 trillion at the end of Q2 2017. Net sales for the quarter showed continued strength at $117 billion – the third quarter in a row that inflows have topped $100 billion.

The Q2 2017 edition of MMI Central, MMI’s flagship quarterly data summary, is now available for member download.

MMI and Morningstar Launch Sustainable Investing Initiative

MMI and Morningstar have launched an initiative focused on preparing financial advisors to incorporate sustainable investing into their practices. The MMI/Morningstar Sustainable Investing Initiative will include a suite of educational resources as well as workshops, forums, and thought leadership content that will provide financial advisors with the knowledge they need to engage with their clients on ESG topics and recommend appropriate investments. 

2017 MMI Annual Conference - Sold out!

2017 is a big year for the Money Management Institute. We are celebrating our 20th Anniversary and we want you to be part of the festivities! You are invited to join us for what promises to be a memorable 2017 MMI Annual Conference; an expanded 3-day event, specialized tracks, and the official celebration of MMI's 20th Anniversary culminating in the gala Industry Leadership Awards Dinner on October 3rd.

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