MMI News & Information

The Money Management Institute news and updates blog

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April 9, 2014
In conjunction with InvestmentNews (IN) Custom Media, MMI developed a special advertising supplement on the value of managed solutions titled “Managed Solutions: Meeting Today’s Challenges.” Designed to educate financial advisors across all...

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March 10, 2014
Q1 2014 MMI Central Summary Highlights of this edition include: In a banner year for the financial services industry, managed solutions assets rose from $2.7 trillion at the close of 2012 to $3.4 trillion at year end 2013, a 26% increase. All...

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February 7, 2014
MMI recently hosted a special web briefing on two important issues that have been in the news – the hiring practices of firms doing business in other countries and allegations of foreign exchange rate manipulation. Featured speakers included: Steve...

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November 29, 2013
Managed Solutions Rise 5.5% to $3.2 Trillion Highlights of this edition include: With continuing growth in net flows and aided by market appreciation, total MS assets, which had passed the $3 trillion mark for the first time last quarter,...

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November 22, 2013
We are pleased to present a special MMI research brief The Continued Evolution of ETFs: A Closer Look at Advisor Behavior. The new report, authored by Rick Ledbury and Robert Howe of the MMI research team, explores the current use of ETFs by...

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November 18, 2013
The fifth edition of the MMI Industry Guide provides member firms with a very broad array of quantitative information about the managed investment solutions marketplace. The primary purpose of the publication is to facilitate member firm business...

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October 18, 2013
The fifth edition of the MMI Industry Guide provides member firms with a very broad array of quantitative information about the managed investment solutions marketplace. The primary purpose of the publication is to facilitate member firm business...

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September 27, 2013
ETFs have become a mainstay of how many financial advisors structure client portfolios. On Wednesday, September 25th this members-only webinar provided a preview of an upcoming MMI research report on the latest trends in advisor ETF usage. After...

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September 5, 2013
Managed Solutions Assets Pass $3 Trillion, Up 140% Since Year End 2008 Highlights of this edition include: By the end of the second quarter, total MS assets had passed $3 trillion – which marked an all-time high – and were up nearly 140% from $1.3...

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July 19, 2013
In case you missed it, here’s a new publication exclusively for MMI members. Special research report – This new report, developed in conjunction with Dover Financial Research, examines emerging trends within the alternative investment marketplace...

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