MMI Center for Distribution Excellence Now Open - Join by 7/15 for Founding Member Status

The Money Management Institute (MMI) is pleased to announce the launch of the MMI Center for Distribution Excellence (CDE).

With traditional wholesaling models under increasing pressure on multiple fronts, this groundbreaking initiative is designed to help field sales professionals stay on top of their game by keeping up with emerging trends, broadening their skill sets, and increasing the value they deliver to advisors.

Investment Advisory Solutions Assets Top $6 Trillion – Q4 2017 MMI Central Now Available

Assets in Investment Advisory Solutions stood at nearly $6.1 trillion at the end of 2017 – up 26% for the year, the largest annual increase since the bounce back following the 2008 financial crisis. Net flows for the quarter showed continued strength at $109 billion – the fifth quarter in a row that inflows have topped $100 billion.

Referrals Requested - Experienced Marketing Specialist for Short-Term MMI Assignment

Over the course of the next few months, MMI will be bringing to market a robust suite of online educational offerings through the MMI Continuous Learning Center ( To support the launch of these offerings, we are seeking an experienced marketing specialist interested in project work on a short-term basis. 

Do you know someone with strong writing skills and a financial services background who might be interested in assisting with the creation of press releases, collateral material, website content, launch announcements, etc. over the next 10-12 weeks?

New MMI Journal of Investment Advisory Solutions Now Available

To kick off 2018, MMI is pleased to introduce a new resource for members, the MMI Journal of Investment Advisory Solutions.

The Journal  – a compendium of research reports and articles by industry thought leaders and subject matter experts – offers informed perspective on topics critical to the ongoing evolution of investment advisory solutions.

For the inaugural Journal, we called for submissions addressing three specific topics: