MMI News & Information

The Money Management Institute news and updates blog

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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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February 14, 2017
As MMI marks its 20th anniversary, what better time to sit down with Len Reinhart? Len, currently the Executive Chairman of Wealthcare Capital Management, is widely recognized as one of the true innovators in the managed account space. He is a past...

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February 14, 2017
Over the past ten years, MMI's Gateway to Leadership (GTL) program has awarded over 170 internships to minority students through a national search of qualified candidates. Leading firms in the industry - members of MMI - hosted the students at their...

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December 22, 2016
Quarterly Net Inflows Set Mark of $85.5 Billion The latest edition of MMI Central reports a 4.9% increase in IAS assets to an all-time high of $4.59 trillion during the third quarter of 2016 compared to a 3.9% rise in the S&P 500. This edition...

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December 12, 2016
The MMI Wholesaler Training Center is a results-driven, cost-effective online education and training program that is receiving very positive feedback from both sales managers and wholesalers. Here are five reasons to consider enrolling your team...

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