MMI News & Information

The Money Management Institute news and updates blog

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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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September 16, 2015
MMI is pleased to announce that Hilary Fiorella has joined the organization in the newly created position of Senior Vice President and Chief Operating Officer. Reporting to Craig Pfeiffer, MMI’s President and CEO, Ms. Fiorella’s duties include...

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September 14, 2015
MMI is a proud sponsor of the Asset Manager Showcase hosted by Financial Advisor and Private Wealth on October 7-8 in Boston.    Jack Sharry, Chair of MMI's Goals-Based Wealth Management committee, will also be moderating a panel discussion on this...

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September 1, 2015
MMI’s Legal & Compliance Committee has been actively involved in commenting on proposals that have been released by both the Financial Stability Oversight Council (“FSOC”) in the United States and internationally by the Financial Stability Board...

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August 12, 2015
On May 20, 2015, the SEC issued a release proposing to expand Form ADV Part 1A to gather more detailed information about SMAs, as well as other aspects of an adviser’s business. The proposal would greatly impact the disclosure requirements...

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