MMI News & Information

The Money Management Institute news and updates blog

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August 10, 2015
The Heydon Club, a 100-member social welfare organization dedicated to meeting community needs, donates $40,000 to charity each year, with the bulk of funds being generated annually by a major fundraiser. In 2001, the club created the Heydon...

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August 7, 2015
On Friday, August 7th, MMI President & CEO Craig Pfeiffer hosted our first MMI Town Hall NetMeeting.  This NetMeeting was the first in a series of MMI Town Hall meetings that will be open to all members – and is an example of how we are...

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August 3, 2015
We are pleased to announce an exciting new initiative – the MMI Leadership Pathway. The program is designed to recognize talented and motivated individuals in the next generation and engage them in MMI activities in which they will learn from...

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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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