MMI News & Information

The Money Management Institute news and updates blog

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August 16, 2018
MMI is pleased to welcome three new members to its Board of Governors. The new additions are: Jeff Carlin, Senior Managing Director, Head of U.S. Retail, Nuveen Investments Estee Jimerson, Managing Director, Head of Asset Manager Distribution,...

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August 13, 2018
MMI is pleased to announce that it has entered into an agreement with Cerulli Associates (Cerulli) to transition MMI’s investment advisory solutions data platform to Cerulli as of the third quarter of 2018.  Cerulli will integrate MMI’s historical...

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August 1, 2018
  The MMI/Barron’s Industry Awards recognize innovation and leadership in the investment advisory solutions industry. Now in their tenth year, the Awards celebrate outstanding achievement and honor firms that have raised the bar by delivering...

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July 31, 2018
MMI has released the second edition of the new MMI Journal of Investment Advisory Solutions, a compendium of research reports and articles on topics critical to the ongoing evolution of investment advisory solutions. The Journal is one of the many...

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July 27, 2018
MMI is looking for qualified candidates to fill three open positions in its New York City office. Vice President, Educational Sales Read the job description here. For further inquiries on this position and to submit a resume, please contact Tim...

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July 10, 2018
We are pleased to present the seventh edition of MMI’s annual research report on the Retail Distribution of Alternative Investments.  Produced this year in conjunction with FUSE Research, the report analyzes proprietary data provided by MMI member...

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June 12, 2018
The first quarter of 2018 marked another period of organic growth for Investment Advisory Solutions. AUM topped $6.1 trillion on continued strong net flows of $96 billion for the quarter. The Q1 2018 edition of MMI Central, MMI’s flagship quarterly...

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June 11, 2018
The Money Management Institute (MMI) is pleased to announce the launch of the MMI Center for Distribution Excellence (CDE). With traditional wholesaling models under increasing pressure on multiple fronts, this groundbreaking initiative is designed...

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May 15, 2018
MMI announced its officers and Executive Committee members for 2018-2019, as well as three new members of its Board of Governors. Patty Loepker, Managing Director, Head of Research Directed Advisory Programs at Wells Fargo Clearing Services, LLC was...

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March 16, 2018
Assets in Investment Advisory Solutions stood at nearly $6.1 trillion at the end of 2017 – up 26% for the year, the largest annual increase since the bounce back following the 2008 financial crisis. Net flows for the quarter showed continued...

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