MMI News & Information

The Money Management Institute news and updates blog

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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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November 30, 2015
Preliminary data collected by MMI and Dover Financial show that investment advisory solutions (IAS) assets contracted by 5% to slightly over $4 trillion, a drop of about $200 billion, over the quarter ended September 30, 2015.  After 15 consecutive...

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November 4, 2015
On September 1, 2015, the Financial Crimes Enforcement Network (FinCEN), a bureau of the Department of the Treasury, published a notice of proposed rulemaking requiring investment advisers registered with the SEC to establish anti-money laundering...

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October 29, 2015
MMI President & CEO Craig Pfeiffer announced the 25 individuals selected to participate in the inaugural class of MMI’s new Leadership Pathway program at the 2015 Fall Solutions Conference.2015 Leadership Pathway ClassNick Alfier, Albridge...

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October 19, 2015
Just in time for year-end planning, the 2015-2016 edition of MMI’s annual Industry Guide to Investment Advisory Solutions is now available for member download. The 126-page Guide includes: a wealth of data on the advisory solutions industry in easy-...

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October 19, 2015
The seventh edition of the MMI Industry Guide provides member firms with: comprehensive statistics covering all segments of the investment advisory solutions (IAS) marketplace, our proprietary annual forecast of future industry growth, survey data...

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October 19, 2015
Goals-Based Wealth Management – an approach generating much discussion and gaining momentum across the industry – represents a sea change that will transform how the industry defines, measures and delivers performance that is truly “personal” to...

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September 29, 2015
New this quarter, the graphs and tables from the Q3 2015 edition of MMI Central are available for download in slide format. -- making it easy for your firm to incorporate MMI's quantitative data on the investment advisory solutions industry in...

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September 29, 2015
Leading advisory firms are rapidly building out menus of ESG and impact investment opportunities. At the same time, forward-thinking asset managers and product developers are also accelerating their efforts, developing investment strategies that...

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September 18, 2015
Investment Advisory Solutions Assets Rise 2% to $4.2 Trillion in Volatile Second Quarter  New Net Flows of $63 Billion for the Three-Month Period Highlights of the 3Q 2015 edition of MMI Central include: Despite a quarter marked by substantial...

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