MMI News & Information

The Money Management Institute news and updates blog

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August 14, 2014
A married couple, each 50 years old, is looking for financial planning and investment guidance to help them meet their goal of retiring at age 65 with a secure stream of retirement income. Are they getting started too late? Can they reconcile their...

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August 1, 2014
The U.S. Government Accountability Office (GAO) has released its report on managed accounts in 401(k) plans. GAO contacted MMI at the outset of its examination and we appreciated the opportunity to comment and consult with GAO throughout its...

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June 4, 2014
In a strong first quarter, managed solutions assets rose 5% to $3.6 trillion with all market segments experiencing solid gains. Rep as Portfolio Manager led all segments with asset growth of 8%, followed by UMAs at 5%, Mutual Fund Advisory and...

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May 30, 2014
MMI’s mission is to help member firms – and, by extension, the advisory solutions industry – to Connect, Know and Grow. Our strategic business plan, key initiatives and major activities are all carefully aligned and tracked to this objective. Early...

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May 7, 2014
We are pleased to present the third edition of MMI’s research report on the Distribution of Alternative Investments through Wirehouses. The 60-page report, based on mutual fund and ETF data collected exclusively by MMI/Dover Financial from wirehouse...

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May 5, 2014
Serving Client Demand for Impact Investing: A Hands-on Guide for Financial Advisors and Senior Management We are pleased to present a special report on Impact Investing produced in conjunction with Impact Economy, a leading impact investing and...

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April 9, 2014
In conjunction with InvestmentNews (IN) Custom Media, MMI developed a special advertising supplement on the value of managed solutions titled “Managed Solutions: Meeting Today’s Challenges.” Designed to educate financial advisors across all...

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March 10, 2014
Q1 2014 MMI Central Summary Highlights of this edition include: In a banner year for the financial services industry, managed solutions assets rose from $2.7 trillion at the close of 2012 to $3.4 trillion at year end 2013, a 26% increase. All...

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February 7, 2014
MMI recently hosted a special web briefing on two important issues that have been in the news – the hiring practices of firms doing business in other countries and allegations of foreign exchange rate manipulation. Featured speakers included: Steve...

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November 29, 2013
Managed Solutions Rise 5.5% to $3.2 Trillion Highlights of this edition include: With continuing growth in net flows and aided by market appreciation, total MS assets, which had passed the $3 trillion mark for the first time last quarter, continued...

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