MMI News & Information

The Money Management Institute news and updates blog

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May 30, 2014
MMI’s mission is to help member firms – and, by extension, the advisory solutions industry – to Connect, Know and Grow. Our strategic business plan, key initiatives and major activities are all carefully aligned and tracked to this objective. Early...

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May 7, 2014
We are pleased to present the third edition of MMI’s research report on the Distribution of Alternative Investments through Wirehouses. The 60-page report, based on mutual fund and ETF data collected exclusively by MMI/Dover Financial from wirehouse...

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May 5, 2014
Serving Client Demand for Impact Investing: A Hands-on Guide for Financial Advisors and Senior Management We are pleased to present a special report on Impact Investing produced in conjunction with Impact Economy, a leading impact investing and...

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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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