MMI News & Information

The Money Management Institute news and updates blog

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January 24, 2020
As investor interest in “sustainable” investment strategies increases, asset managers have started to offer a wide range of products that incorporate sustainability or environmental, social and governance (ESG) strategies. In turn, due diligence...

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January 16, 2020
To start the year, MMI has released two new NetMeetings that you don't want to miss. The first NetMeeting, The Boundaries of Financial Advice: When Clients Need More Risk to Reach Their Goals, features an overview of the changes taking place in the...

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January 14, 2020
Jennifer Abate, Chair, MMI Board of Governors and Craig Pfeiffer, President & CEO, MMI, released the MMI Chair and President’s Report today to all members. In their message to members, they noted: As we close the books on one decade and enter a...

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December 17, 2019
MMI and Cerulli Associates are pleased to present the latest edition of Advisory Solutions Quarterly, which shows that assets held in advisory solutions programs grew 2.3% to $6.96 trillion during the quarter ended September 30, 2019. Download...

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December 9, 2019
This holiday season, Spouting Rock is encouraging industry firms to follow their lead and make a charitable donation to the Gateway to Leadership Foundation as part of their holiday giving. Below is a letter from John Coyne, Chairman of Spouting...

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November 27, 2019
In this edition of MMInsight ... MMI Communities, Leadership Pathway, Gateway honored, upcoming events, new analysis and insights, and more. MMInsight   FROM THE PRESIDENT A Message from Craig Pfeiffer As we approach the...

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November 21, 2019
Are you interested in a high profile and leveraged way to distribute your thought leadership content to an engaged audience of advisory solutions professionals? It’s that time again! MMI invites our member firms, research partners, and industry...

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November 18, 2019
It’s a wrap on the 2019 MMI Annual Conference! Records were set in Atlanta - from the largest number of attendees ever and the record number of speakers to the unprecedented fundraising for MMI’s Gateway to Leadership Foundation. The Annual...

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November 13, 2019
In this edition of MMInsight ... Highlights from the 2019 Annual Conference, including the MMI/Barron's Industry Awards winners, Penny Pennington honored with MMI Leadership Award, new Leadership Pathway class announced, and much more....

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November 5, 2019
As we enter the fifth year of MMI’s Leadership Pathway program, we are excited to announce that we have accepted our largest class to date. Please join us in congratulating the 37 rising leaders that have been accepted into the program. View the...

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