MMI News & Information

The Money Management Institute news and updates blog

admin
July 31, 2018
MMI has released the second edition of the new MMI Journal of Investment Advisory Solutions, a compendium of research reports and articles on topics critical to the ongoing evolution of investment advisory solutions. The Journal is one of the many...

admin
July 27, 2018
MMI is looking for qualified candidates to fill three open positions in its New York City office. Vice President, Educational Sales Read the job description here. For further inquiries on this position and to submit a resume, please contact Tim...

admin
July 10, 2018
We are pleased to present the seventh edition of MMI’s annual research report on the Retail Distribution of Alternative Investments.  Produced this year in conjunction with FUSE Research, the report analyzes proprietary data provided by MMI member...

admin
June 12, 2018
The first quarter of 2018 marked another period of organic growth for Investment Advisory Solutions. AUM topped $6.1 trillion on continued strong net flows of $96 billion for the quarter. The Q1 2018 edition of MMI Central, MMI’s flagship quarterly...

admin
June 11, 2018
The Money Management Institute (MMI) is pleased to announce the launch of the MMI Center for Distribution Excellence (CDE). With traditional wholesaling models under increasing pressure on multiple fronts, this groundbreaking initiative is designed...

admin
May 15, 2018
MMI announced its officers and Executive Committee members for 2018-2019, as well as three new members of its Board of Governors. Patty Loepker, Managing Director, Head of Research Directed Advisory Programs at Wells Fargo Clearing Services, LLC was...

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...

Pages