MMI News & Information

The Money Management Institute news and updates blog

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April 1, 2016
Cerulli Associates believe that the market for digital advice will top $489 billion by 2020. Large direct-to-the consumer firms are surpassing the Silicon Valley start-ups that initiated the digital revolution. In addition, broker-dealers and RIAs...

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March 15, 2016
All Market Segments Post Asset Gains in Fourth Quarter Recovering from Third Quarter Contraction MMI Central 1Q 2016 reports a 3.1% rebound in IAS assets to slightly over $4.1 trillion during 2015 compared to a 1.3% rise in the S&P 500. This...

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February 26, 2016
MMI is a new member of the Financial Services Sector Coordinating Council (FSSCC), an organization established in 2002 to coordinate critical infrastructure and homeland security activities within the financial services industry. The FSSCC recently...

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February 19, 2016
On Wednesday, April 20, MMI will honor excellence in the Advisory Solutions industry at its eighth annual Industry Leadership Awards dinner during the 2016 Annual Convention in Washington, DC. For 2016, a total of ten Industry Leadership Awards will...

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January 27, 2016
MMI is seeking a Vice-President of Membership Services. The position reports to the Senior Vice President, Chief Membership and Programs Officer and supports membership acquisition and retention.  The position will be located in NY and requires some...

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January 20, 2016
With preparations for the tenth program year of Gateway to Leadership (GTL) – MMI’s workplace diversity initiative – now under way for the summer of 2016, MMI is pleased to announce two exciting program developments. First, MMI established a new GTL...

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January 15, 2016
The start of a new year is always an appropriate time to reflect and thoughtfully look forward. 2015 was a year of change and evolution for our industry, for MMI as an organization, and for me personally. It has been a quick seven months since I was...

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In its December 14th edition, InvestmentNews covered the lack of diversity in the financial advice industry. MMI responded with a Letter to the Editor that highlights the success of Gateway to Leadership, MMI’s workplace diversity initiative...

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December 16, 2015
As 2015 winds down, MMI acknowledges the hard work and tremendous effort put forth by MMI’s Legal & Compliance Committee this year. The Committee, which has grown by more than 50% from 58 to 88 members since January, has worked diligently to...

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December 7, 2015
Decline Attributed to Market Falloff; Net Flows Were Positive for All Market Segments  Highlights of the 4Q 2015 edition of MMI Central include: After 15 consecutive quarters of positive growth dating back to the third quarter of 2011, this is the...

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