MMI News & Information

The Money Management Institute news and updates blog

admin
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...

admin
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...

admin
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...

admin
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...

admin
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...

admin
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...

admin
November 16, 2018
MMI members asked for it. MMI members helped build it. And now it’s available! MMI is pleased to announce the launch of our newest online curriculum for investment advisory professionals, Fundamentals of Investment Advisory Solutions. As the...

admin
November 13, 2018
The rising influence of the home-office at broker-dealers is forcing asset managers to place more importance on covering the research teams within these groups. To provide better understanding of home-office research teams and how they function, MMI...

admin
October 17, 2018
The winners of the 2018 MMI/Barron’s Industry Awards were announced at MMI’s 2018 Annual Conference yesterday in Dallas. Now in their tenth year, the Industry Awards recognize innovation and achievement in the investment advisory solutions industry...

admin
October 15, 2018
As MMI kicks off the fourth year of its Leadership Pathway program, we are pleased to announce the 25 rising leaders that have been accepted into the new class. Joseph Arena, Bank of America, Merrill Lynch Kevin Betyeman, Morgan Stanley  Marco...

Pages