Posted on 19 September 2009
The Depository Trust & Clearing Corporation (DTCC) announced today that UBS Financial Services, the third largest sponsoring broker/dealer of managed accounts in the U.S., is preparing to launch a test, with several investment managers (IMs), of DTCC’s Managed Accounts Service and the recently introduced MAS Portal.
Posted on 25 August 2009
MMI, the national organization for the managed investment solution and wealth management industry, today announced the release of its white paper “Understanding and Managing Investment Risk: A Resource Guide for Prudent Investors”. Written by industry experts, led by Jay Link, Chairman of the MMI Risk Management Committee, the white paper addresses events leading to the [...]
Posted on 05 June 2009
MMI, the national organization for the managed investment solution and wealth management industry, today announced that Fiserv, Inc. (NASDAQ: FISV), the leading global provider of financial services technology solutions, has launched its new Message Workflow Manager product which has been built to the MMI standards.
Posted on 15 May 2009
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Posted on 09 April 2008
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Posted on 10 March 2008
Hilary Fiorella to manage Communications for MMI Full Press Release File Size: 71.0 KB
Posted on 03 December 2007
Washington, DC, November 27, 2007 – The Money Management Institute (MMI) and Dover Financial Research, LLC today jointly announced the release of their latest study—The State of Model Portfolio Programs—which concludes that the emergence of model portfolio programs fundamentally alters the asset management business.
Posted on 22 October 2007
The Money Management Institute and Forum for Investor Advice Announce Merger Press Release File Size: 69.9 KB
Posted on 28 September 2007
The Money Management Institute (MMI), the national organization representing the managed account solutions industry, announced today that Gary Jones was named Operations Leader of the year by Operations Management magazine. Mr. Jones, Vice President for Industry Operations, spearheads the MMI’s efforts to standardize industry communications protocols.
Posted on 25 May 2007
Landmark Internship Program Brings Diversity to Wall Street Firms. Press Release File Size: 170.8 KB