MMI News & Information

The Money Management Institute news and updates blog

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December 8, 2017
Assets in Investment Advisory Solutions stood at nearly $5.7 trillion at the end of Q3 2017. Net flows for the quarter showed continued strength at $109 billion – the fourth quarter in a row that inflows have topped $100 billion. The Q3 2017 edition...

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November 27, 2017
*Update* MMI hosted a member-only conference call on November 28th to discuss the FIFO provision. Speakers included Craig Pfeiffer, President & CEO, MMI, Eddie Gershman, Managing Director, Deloitte Tax LLP, Harris Horowitz, Managing Director,...

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November 27, 2017
In honor of #GivingTuesday on November 28th, give back to our industry and help launch a minority student's career in financial services. Giving Tuesday is a global day of giving. What better day to make a charitable donation that can literally...

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November 17, 2017
MMI is currently looking for a qualified candidate to be the Program Manager of MMI's Gateway to Leadership Foundation. Read the job description here. Contact: To apply or to receive more information about the position, please email jobs@mminst.org.

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November 8, 2017
A new survey conducted by MMI and FundFire reveals stark disparities between the number of white and minority professionals in positions of company leadership, as well as investment and distribution roles. A total of 23 asset management firms,...

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November 1, 2017
As MMI enters the third year of its Leadership Pathway program, we congratulate the members of the program’s inaugural class on their graduation and welcome the new members of the 2017 Class to the program. At a special luncheon held for all program...

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October 19, 2017
Produced in partnership with rpmAUM, MMI has released a new study that concludes asset management firms suffer from a significant gap between their own perceptions of where they are in their life stages and market realities – a gap that could be...

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September 1, 2017
Assets in Investment Advisory Solutions stood at nearly $5.4 trillion at the end of Q2 2017. Net sales for the quarter showed continued strength at $117 billion – the third quarter in a row that inflows have topped $100 billion. The Q2 2017 edition...

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August 7, 2017
MMI is now accepting applications for the next class of the two-year Leadership Pathway program. Now entering its third year, the program is designed to recognize talented and motivated individuals in the next generation and engage them in MMI...

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July 18, 2017
MMI and Morningstar have launched an initiative focused on preparing financial advisors to incorporate sustainable investing into their practices. Sustainable investing refers to the incorporation of environmental, social, and governance (ESG)...

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