MMI News & Information

The Money Management Institute news and updates blog

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November 4, 2014
Published on FundFire. Click here to read the article. 

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October 30, 2014
The two-day 2014 MMI Fall Solutions Conference – Beyond Theory: The Tools, Techniques and Processes That Build Personal and Business Success brought together more than 350 industry executives to participate in 15 sessions focused on strategies that...

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October 30, 2014
In Q1 2015, MMI – in conjunction with our partners at Dover Financial Research – will introduce MMI On Demand, an interactive online tool that provides easy access to MMI’s proprietary managed solutions data and analysis and dramatically expands the...

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September 23, 2014
This article, authored by former MMI chairmen Len Reinhart, Jim Tracy and Chuck Widger appeared in the September 8, 2014 issue of InvestmentNews. Download the Article (PDF) 

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September 3, 2014
Highlights of this edition include: Maintaining momentum that reaches back to the third quarter of 2012, managed solutions assets rose nearly 10% to $3.8 trillion during the first six months of 2014, reflecting parallel gains of 5% in each of the...

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August 29, 2014
By FinOps Report. Click here to read the article.

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August 15, 2014
The U.S. Government Accountability Office (GAO) has released its report on managed accounts in 401(k) plans. GAO contacted MMI at the outset of its examination and we appreciated the opportunity to comment and consult with GAO throughout its...

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August 14, 2014
A married couple, each 50 years old, is looking for financial planning and investment guidance to help them meet their goal of retiring at age 65 with a secure stream of retirement income. Are they getting started too late? Can they reconcile their...

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August 1, 2014
The U.S. Government Accountability Office (GAO) has released its report on managed accounts in 401(k) plans. GAO contacted MMI at the outset of its examination and we appreciated the opportunity to comment and consult with GAO throughout its...

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June 4, 2014
In a strong first quarter, managed solutions assets rose 5% to $3.6 trillion with all market segments experiencing solid gains. Rep as Portfolio Manager led all segments with asset growth of 8%, followed by UMAs at 5%, Mutual Fund Advisory and...

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