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.
Category | Press Release
Press Release: UBS to Launch Test of DTCC’s Managed Accounts Service Web Portal
Posted on 19 September 2009
First of its Kind White Paper on Risk
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 [...]
Standards Gain Momentum
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.
MMI Board Broadens Representation with Additions
Posted on 15 May 2009
Read Full Press Release File Size: 42.9 KB
2008 Chairman Named at MMI Annual Conference
Posted on 09 April 2008
Full Press Release File Size: 88.0 KB
Increased Communications for MMI
Posted on 10 March 2008
Hilary Fiorella to manage Communications for MMI Full Press Release File Size: 71.0 KB
Model Portfolios Changing Asset Management Industry
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.
Merger Announced
Posted on 22 October 2007
The Money Management Institute and Forum for Investor Advice Announce Merger Press Release File Size: 69.9 KB
MMI’s Standards Effort Recognized
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.
Gateway to Leadership
Posted on 25 May 2007
Landmark Internship Program Brings Diversity to Wall Street Firms. Press Release File Size: 170.8 KB
- Senior Marketing Associate Ashfield Capital Partners
- MMI Annual Fall 2010 Solutions Conference
- MMI Sales & Marketing Summit
- MMI Managed Investment Solutions Workshop
- National Sales Manager
- Register Now for the MMI Legal and Regulatory Affairs Meeting
- Director, Investment Advisory, Edward Jones
- Rebuilding the Advisory Relationship
- Understanding the Strategic Landscape of Retirement Income Solutions
- Understanding and Managing Investment Risk
- Inside Washington for March 26, 2007
- Senior Marketing Associate Ashfield Capital Partners
- Spectrem Group Research Study Group
- Vendor Industry Information Seminar [Event Over]
- Inside Washington for September 16th
SEC News
- SEC Charges New Jersey Investment Adviser in Multi-Million Dollar Offering Fraud
- SEC Adopts Temporary Rule Requiring Municipal Advisors to Register With Agency
- SEC Charges Pinnacle Capital Markets for Deficient Customer Identification Program Procedures
- SEC Charges Two Accounting Professionals at Milwaukee-Based Company with Fraud
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