MMI News & Information

The Money Management Institute news and updates blog

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April 12, 2019
We are pleased to share a significant and positive outcome to MMI's advocacy efforts to advance the interests of our members by obtaining guidance from the SEC staff that a broker-dealer can satisfy its prospectus delivery obligations under the...

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March 25, 2019
Amid growing investor interest in integrating ESG factors into investing, MMI and The Investment Integration Project (TIIP) are pleased to introduce a new guide to help financial advisors effectively integrate sustainable investing into their...

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March 21, 2019
MMI and Cerulli Associates are pleased to present the year-end edition of Advisory Solutions Quarterly, the quarterly data summary for MMI members. Download Advisory Solutions Quarterly – Q4 2018 With the transition of MMI’s industry data platform...

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March 1, 2019
MMI is pleased to announce the release of a new report, Modern Wealth: The Roadmap to Improved Investor and Advisor Outcomes, that highlights the distinct shift taking place across the advisory industry from discrete products, accounts, and...

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February 8, 2019
MMI is looking for a qualified candidate to fill its open Membership Services Associate position. This entry-level position is located in MMI's New York City office and is a great opportunity to build one's financial services acumen and...

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February 7, 2019
MMI is pleased to announce the new edition of the MMI Journal of Investment Advisory Solutions, a compendium of research reports and articles on topics critical to the ongoing evolution of investment advisory solutions. One of the many ways MMI...

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February 1, 2019
To kick off the year, the MMI team hosted a webinar that provides a concise, 25-minute overview of the most important new MMI developments and benefits that your firm should be aware of – and take advantage of – in 2019. Click here to login and view...

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January 23, 2019
Just released, the new MMI/Morningstar Sustainable Investing Curriculum, is an eight-course, 3.4-hour online curriculum geared to Financial Advisors and industry professionals who want to stay ahead of the sustainable investing curve. Developed with...

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December 18, 2018
To: MMI Members From: Patty Loepker, Chair, MMI Board of Governors Craig Pfeiffer, President & CEO Re: 2018 MMI Chairman and President Report Download Report (PDF) In 2017, MMI marked our 20th anniversary and reflected on two...

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December 7, 2018
MMI and Cerulli Associates are pleased to present the first edition of Advisory Solutions Quarterly, the new-look quarterly data summary for MMI members. Download Advisory Solutions Quarterly – Q3 2018 With the transition of MMI’s industry data...

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