MMI News & Information

The Money Management Institute news and updates blog

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February 14, 2017
2017 marks a significant milestone for MMI – our 20th anniversary. Since 1997, our organization has had a singular focus – to bring together the leaders of asset management firms, sponsor firms, and solutions providers to Connect, Know and Grow and...

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February 14, 2017
As MMI marks its 20th anniversary, what better time to sit down with Len Reinhart? Len, currently the Executive Chairman of Wealthcare Capital Management, is widely recognized as one of the true innovators in the managed account space. He is a past...

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February 14, 2017
Over the past ten years, MMI's Gateway to Leadership (GTL) program has awarded over 170 internships to minority students through a national search of qualified candidates. Leading firms in the industry - members of MMI - hosted the students at their...

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December 22, 2016
Quarterly Net Inflows Set Mark of $85.5 Billion The latest edition of MMI Central reports a 4.9% increase in IAS assets to an all-time high of $4.59 trillion during the third quarter of 2016 compared to a 3.9% rise in the S&P 500. This edition...

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December 12, 2016
The MMI Wholesaler Training Center is a results-driven, cost-effective online education and training program that is receiving very positive feedback from both sales managers and wholesalers. Here are five reasons to consider enrolling your team...

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November 17, 2016
Chairman and President's Report - November 2016   When preparing our opening comments for the recent 2016 MMI Fall Solutions Conference, with its theme of Building Better Tomorrows, we reflected on the state of MMI and of the broader advisory...

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November 2, 2016
Just in time for year-end planning, the 2016-2017 edition of MMI’s annual Industry Guide to Investment Advisory Solutions is now available for member download. The Guide includes: a wealth of data on the advisory solutions industry in easy-to-read...

sreinhart@mminst.org
October 28, 2016
As MMI enters the second year of its Leadership Pathway program, we are pleased to announce that 25 participants have been accepted into the new class. On October 18th, Craig Pfeiffer, MMI’s President & CEO, introduced the new class at the 2016...

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September 19, 2016
All Market Segments Experience Strong Growth in Rising Market MMI Central 3Q 2016 released today by the Money Management Institute (MMI), the national association representing the investment advisory solutions (IAS) and wealth management industry...

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August 12, 2016
MMI’s workplace diversity program, Gateway to Leadership, just wrapped up its ninth year of summer internships. Thirteen students from Historically Black Colleges and Universities interned at host firms including Brinker, Clearbridge, DTCC, Fiserv,...

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