MMI News & Information

The Money Management Institute news and updates blog

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March 11, 2015
Managed Solutions Assets Pass the $4 Trillion Mark New 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...

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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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December 9, 2014
Managed Solutions Assets Record a Modest 3Q Rise   New Net Flows of $68 Billion During the Quarter  Highlights of this edition include: In a turbulent third quarter equities market that saw the S&P 500 post a 1.1% gain, MS assets rose 1.6% to...

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November 20, 2014
The sixth edition of the MMI Industry Guide provides member firms with comprehensive statistics covering all segments of the advisory solutions market, proprietary forecasts of future growth, and extensive research coverage and analysis of emerging...

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November 6, 2014
Published on FundFire. Christopher Davis, president of the Money Management Institute, explains a new teaching initiative that aims to make educating and training new managed solutions hires a more efficient undertaking.Click here to watch the video...

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November 4, 2014
Published on FundFire. Click here to read the article. 

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October 30, 2014
The two-day 2014 MMI Fall Solutions Conference – Beyond Theory: The Tools, Techniques and Processes That Build Personal and Business Success brought together more than 350 industry executives to participate in 15 sessions focused on strategies that...

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October 30, 2014
In Q1 2015, MMI – in conjunction with our partners at Dover Financial Research – will introduce MMI On Demand, an interactive online tool that provides easy access to MMI’s proprietary managed solutions data and analysis and dramatically expands the...

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