2016 MMI Annual Convention: In the News

Nuveen’s Bob Doll: Consumer Stronger than You Think
Nuveen's Robert Doll gave a muted outlook for stocks at the Money Management Institute's conference in Washington, D.C. on Wednesday — but that still makes him more optimistic than most.
Apr. 20, 2016

MMI Tackles Industry Changes at Annual Conference
At the annual MMI conference, industry leaders discussed how advisors can navigate a rapidly shifting industry landscape...
Apr. 21, 2016
WealthManagement.com, Ryan W. Neal

Hillary Clinton Presidency Would Face Same Gridlock as Obama: Andy Friedman
Speaking at the Money Management Institute’s annual convention in Washington, Friedman of The Washington Update said that because the House will be controlled by Republicans for the next decade – and possibly beyond – a Hillary Clinton presidency will face the political gridlock that has plagued the Obama administration.
Apr. 21, 2016
ThinkAdvisor, Melanie Waddell

Merrill, Envestnet Detail Tips for Due Diligence Gauntlet
Asset managers working with distribution platform due diligence teams must focus on honesty, timeliness and understanding distributors’ needs in order to get a foot in the door, gatekeepers said during a Money Management Institute (MMI) panel this week.
Apr. 22, 2016
FundFire, Danielle Verbrigghe

Money Management Institute Announces Awards
The Money Management Institute…has announced the winners of its 2016 Industry Leadership Awards.
Apr. 22, 2016
BenefitsPRO, Marlene Y. Satter

Bob Doll: Don’t Worry About China; Worry About Corporate Taxes
Speaking at the Money Management Institute’s annual convention in Washington, Doll…pegged corporate tax reform as the “most important issue for the markets” after the presidential election, and laid out some other predictions for attendees.
Apr. 25, 2016
ThinkAdvisor, Melanie Waddell

From the C Suite with RBC's John Taft: It isn't enough just to get up and work
The great-grandson of President William Howard Taft shares what he's thinking about his post-RBC career — including whether he will step into politics
Apr. 25, 2016
InvestmentNews, Liz Skinner

Wealth, Asset Management Firms Start Making Lemonade out of DOL Lemons
Investment advisory program sponsors and asset managers are taking steps to mitigate risks, and take advantage of opportunities created by the Department of Labor’s fiduciary rule, executives said at the Money Management Institute (MMI)’s annual convention in Washington D.C. last week.
Apr. 28, 2016
FundFire, Danielle Verbrigghe

DOL Rule Effects Will be Felt Throughout Industry: Pershing
Speaking at the MMI annual convention, Rob Cirrotti, head of retirement and investment solutions for Pershing, explains how the DOL's new fiduciary rule may affect the managed account industry.
May 2, 2016
FundFire, Danielle Verbrigghe

Cease-fire by DOL Fiduciary Rule Opponents May Not Last Long
Industry generally has not barked about the final rule, but that doesn't mean that it won't eventually bite. “There's just a sense of relief relative to the proposed rule,” Craig Pfeiffer, president and chief executive of the Money Management Institute, told reporters at an MMI conference in Washington on April 21.
May 2, 2016
InvestmentNews, Mark Schoeff Jr.

DOL Rule Has Implications for Wholesalers, Fees: Pershing
Speaking at the MMI annual convention, Rob Cirrotti, head of retirement and investment solutions for Pershing, discusses what the DOL's fiduciary rule means for advisory program fees and wholesalers at asset management firms.
May 9, 2016
FundFire, Danielle Verbrigghe

MSWM’s Tracy Outlines SMA Product Needs
Speaking at the MMI annual convention, Jim Tracy, head of Morgan Stanley Wealth Management's Consulting Group, discusses separately managed account (SMA) product needs and industry trends.
May 26, 2016
FundFire, Danielle Verbrigghe

Read a quick recap of Annual Convention highlights that you can share with colleagues.