Category | Press Release

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.

  Fiserv, Inc. Standards Adoption (55.2 KiB)

MMI Board Broadens Representation with Additions

Posted on 15 May 2009

;/downloads/2009/05/2009_mmi_new_board_members_final-2.pdf;Read Full Press Release;

2008 Chairman Named at MMI Annual Conference

Posted on 09 April 2008

;/downloads/2008/04/newchairman.pdf;Full Press Release;

Increased Communications for MMI

Posted on 10 March 2008

Hilary Fiorella to manage Communications for MMI

;/downloads/2008/03/hf_pressrelease.pdf;Full Press Release;

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.

  The State of Model Portfolio Programs Press Release (190.1 KiB)

Merger Announced

Posted on 22 October 2007

The Money Management Institute and Forum for Investor Advice Announce Merger

;/downloads/2007/10/mmi-ffia_press_release_final_version_kevin_hunt_approved.pdf;Press Release;

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.

  Gary Jones Named “Operations Leader of the Year” (79.0 KiB)

Gateway to Leadership

Posted on 25 May 2007

Landmark Internship Program Brings Diversity to Wall Street Firms.

;/downloads/2007/05/gtlpressrelease.pdf;Press Release;

SMA Assets Reach Record $805.8 Billion in 3Q 2006

Posted on 15 December 2006

;/downloads/2006/12/3q06pressrelease.pdf;Press Release;

3rd Quarter 2006 News

Posted on 02 October 2006

http://www.moneyinstitute.com;/downloads/2006/10/modulepressrelease.pdf;New SMA Training Modules;

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