MMI News & Information

The Money Management Institute news and updates blog

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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)...

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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...

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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...

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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...

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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...

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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...

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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...

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March 21, 2017
MMI Introduces Streamlined Version of MMI Central – Q4 2016 Data Now Available MMI is pleased to introduce a streamlined version of MMI Central, our flagship quarterly data summary. The refreshed version of MMI Central presents a quick, easily...

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February 21, 2017
In this opinion piece, which appeared in the DealBook section of NYTimes.com on February 16, 2017, MMI President and CEO Craig Pfeiffer discusses the once-in-a-generation convergence of trends that are transforming the delivery of financial advice...

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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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