MMI News & Information

The Money Management Institute news and updates blog

admin
June 21, 2016
In today’s environment, it’s important to maximize every interaction your wholesalers have with both current and potential advisor clients. Interested? Attend a 20-minute introductory webinar to learn more: Tuesday, June 28 at 12PM ET or...

admin
June 16, 2016
All Market Segments Post Modest Asset Gains in a Rollercoaster Market Environment MMI Central 2Q reports a 1.6% increase in IAS assets to slightly over $4.2 trillion during the first quarter of 2016 compared to a 1.4% rise in the S&P 500....

admin
June 8, 2016
Wealth and asset management firms continue to struggle to build diverse workforces, in part because they are failing to retain women and minorities they hire, says Craig Pfeiffer, CEO and president of the Money Management Institute. By Danielle...

admin
May 31, 2016
Craig Pfeiffer, MMI President & CEO, recently sat down with Asset TV to discuss MMI’s view on the ramifications of the DOL fiduciary rule and also the outlook for the industry over the next few years. Says Pfeiffer, “MMI has always embraced...

admin
May 12, 2016
In order to listen to the meeting playback and download the presentation, please follow the links below (Members Only): Replay of the NetMeeting (MP3) Presentation (PDF) FUSE Research report on The Evolution of e-Marketing Metrics (PDF) ​FUSE...

admin
May 10, 2016
We are pleased to present the fifth edition of MMI’s research report on the Distribution of Alternative Investments through Wirehouses. The 67-page report, based on mutual fund and ETF data collected exclusively by MMI/Dover Financial from wirehouse...

admin
May 10, 2016
After Years of Steady Growth, Alternative Investment Assets at Wirehouses Fall 4% in 2016 with All of the Decline Attributable to Liquid Alternatives After years of steady growth, wirehouse alternative investment assets fell about 4% in 2015 from $...

admin
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...

admin
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...

admin
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...

Pages