MMI News & Information

The Money Management Institute news and updates blog

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February 5, 2018
On February 8, 2018, The Investment Integration Project (TIIP) and Morningstar will co-host an event that explores the ways in which investors can go beyond daily portfolio management activities like ESG integration and impact measurement and...

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January 16, 2018
If you missed the original web-meeting, you can now access a replay of the MMI All-Member Town Hall held on January 11th. During this web-meeting, we take a quick look back at last year's accomplishments, discuss the major activities and initiatives...

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January 4, 2018
To kick off 2018, MMI is pleased to introduce a new resource for members, the MMI Journal of Investment Advisory Solutions. The Journal  – a compendium of research reports and articles by industry thought leaders and subject matter experts – offers...

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December 10, 2017
To: MMI Members From: Roger Paradiso, Chair, MMI Board of Governors, and Craig Pfeiffer, President & CEO Date: December 7, 2017 It has been a milestone year for MMI. As we marked our 20th anniversary, it was natural to look back and reflect...

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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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