MMI News & Information

The Money Management Institute news and updates blog

admin
October 19, 2017
Produced in partnership with rpmAUM, MMI has released a new study that concludes asset management firms suffer from a significant gap between their own perceptions of where they are in their life stages and market realities – a gap that could be...

admin
September 1, 2017
Assets in Investment Advisory Solutions stood at nearly $5.4 trillion at the end of Q2 2017. Net sales for the quarter showed continued strength at $117 billion – the third quarter in a row that inflows have topped $100 billion. The Q2 2017 edition...

admin
August 7, 2017
MMI is now accepting applications for the next class of the two-year Leadership Pathway program. Now entering its third year, the program is designed to recognize talented and motivated individuals in the next generation and engage them in MMI...

admin
July 18, 2017
MMI and Morningstar have launched an initiative focused on preparing financial advisors to incorporate sustainable investing into their practices. Sustainable investing refers to the incorporation of environmental, social, and governance (ESG)...

admin
June 8, 2017
Assets in Investment Advisory Solutions stood at $5.1 trillion at the end of Q1 2017 – topping $5 trillion for the first time and posting gains of 5.2% and 20.6%, respectively, for the quarter and trailing 12 months. The Q1 2017 edition of MMI...

admin
May 19, 2017
We are pleased to present the sixth edition of MMI’s annual research report on the Retail Distribution of Alternative Investments.  Produced in conjunction with Dover Financial Research, the report analyzes proprietary data provided by member firms...

admin
May 8, 2017
Mariama Bah is proof that Gateway to Leadership (GTL), MMI’s flagship workplace diversity program, is working. However, to improve industry diversity, more firms need to participate in the program – bringing its impact to bear on more students like...

admin
April 19, 2017
As part of our continued efforts to advocate on behalf of the advisory solutions industry, MMI’s Legal & Compliance committee has worked in conjunction with our retained counsel to submit three recent comment letters to industry regulators. The...

admin
April 11, 2017
In this opinion piece, which appears in the April 10, 2017 edition of InvestmentNews, MMI President and CEO Craig Pfeiffer argues that the industry needs to rethink entry-level preparation and early-career experiences with associate/resident-type...

admin
March 21, 2017
As MMI marks its 20th Anniversary this year, our mission remains the same as in 1997 – to enable, facilitate, and shepherd the growth of investment advisory solutions. In these extraordinary times for our industry, MMI has set an ambitious agenda...

Pages