MMI News & Information

The Money Management Institute news and updates blog

admin
March 16, 2018
Assets in Investment Advisory Solutions stood at nearly $6.1 trillion at the end of 2017 – up 26% for the year, the largest annual increase since the bounce back following the 2008 financial crisis. Net flows for the quarter showed continued...

admin
February 28, 2018
Over the course of the next few months, MMI will be bringing to market a robust suite of online educational offerings through the MMI Continuous Learning Center (mmi.smartpros.com). To support the launch of these offerings, we are seeking an...

admin
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...

admin
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...

admin
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...

admin
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...

admin
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...

admin
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,...

admin
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...

admin
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.

Pages