MMI News & Information

The Money Management Institute news and updates blog

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June 5, 2015
MMI is pleased to present a special report on Impact Investing, produced in conjunction with Bill Burckart of Burckart Consulting, entitled Bringing Impact Investing Down to Earth: Insights for Making Sense, Managing Outcomes, and Meeting Client...

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May 13, 2015
With growth of 19% in 2014, alternative investments – both liquid and traditional – continue to be one of the fastest growing asset classes, and the report analyzes the factors driving wirehouse advisors and their clients to embrace them. It is the...

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May 1, 2015
John Ellis, widely recognized as one of the pioneers of the managed accounts industry, passed away on April 24th at age 88. The team of Mr. Ellis, Jim Lockwood, Dick Schilffarth, and Tom Gorman, together conceived a fee-based consulting service for...

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April 22, 2015
During its meeting today at the MMI Annual Convention, the MMI Board of Governors approved the recommendation of the Board’s search and selection committee that Craig D. Pfeiffer, Founder and currently Chief Executive Officer of Advisors Ahead, LLC...

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April 2, 2015
The Dodd-Frank legislation enacted in response to the financial crisis of 2008–2009 created the Financial Stability Oversight Council (“FSOC”) composed of representatives from the Federal Reserve, the Department of the Treasury, Consumer Financial...

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April 1, 2015
Rick Ledbury, formerly Director of Data Services at MMI, has joined FUSE Research Network as a Director in the firm’s Boston-area offices. In his new role at FUSE, Rick will serve as a Consultant to MMI and will remain actively engaged in MMI’s...

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March 11, 2015
Managed Solutions Assets Pass the $4 Trillion MarkNew Net Flows of $65 Billion during the Quarter Highlights of this edition include: Despite increasing volatility in the fourth quarter, 2014 proved to be another strong year for managed solutions as...

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March 2, 2015
MMI and Wheelhouse Analytics have partnered to develop a new Managed Solutions eLearning platform. Highly cost-effective and easy to implement, the program provides member firms with a turnkey solution to educate new hires and current associates on...

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December 17, 2014
From our formative years to today, MMI has taken important steps to improve our member services, attract more members to our conferences and enhance our research and reports.  All of these efforts have paid off and as we close 2014, your MMI is in...

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December 12, 2014
Below is the latest FLASH Report in our new series. This edition recaps the results of a survey on which media outlets members turn to most frequently for information on the markets, the financial services industry and advisory solutions. As a...

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