MMI News & Information

The Money Management Institute news and updates blog

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July 21, 2015
On April 14, 2015, the U.S. Department of Labor announced a re-proposed definition of the term “fiduciary” under the ERISA standards of fiduciary conduct and the prohibited transaction rules under ERISA and section 4975 of the Internal Revenue Code...

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June 24, 2015
MMI is pleased to introduce Advisory Solutions ViewPoint, an ongoing series of articles written by industry experts and influencers. ViewPoint underscores MMI’s commitment to deliver industry-leading thinking and strategies to help members address...

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June 18, 2015
A message to all MMI Members from Lorna Sabbia, Chairperson and Craig Pfeiffer, President & CEO We are pleased to announce the 2015 Secretary election and the appointment of the 2015 Executive Committee. During the Board meeting at the 2015...

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June 15, 2015
MMI Central 2Q 2015 Summary Managed Solutions Assets Rise 3% in First Quarter New Net Flows of $60 Billion for the Three-Month Period Highlights of the 2Q 2015 edition of MMI Central include: In a quarter marked by continued volatility in the...

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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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