Key Areas

2018 MMI
Titanium Partner 
BNY Mellon

2018 MMI
Platinum Partner

Fiserv

 

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

MMI is pleased to announce the launch of the MMI Center for Distribution Excellence (CDE), a groundbreaking initiative built by – and for – industry sales professionals. With a comprehensive suite of events, networking opportunities, and educational resources, the CDE is constructed to help sales professionals stay on top of their game by broadening their skill sets and increasing the value they deliver to advisors. Sign up by July 15th to receive Founding Member status and special benefits. Learn more.

Investment Advisory Solutions Assets Top $6.1 Trillion – Q1 2018 MMI Central Now Available

The first quarter of 2018 marked another period of organic growth for Investment Advisory Solutions. AUM topped $6.1 trillion on continued strong net flows of $96 billion for the quarter. The Q1 2018 edition of MMI Central, MMI’s flagship quarterly data summary, is now available for members. Click here to download.

MMI is Hiring - Two Positions Available

MMI is looking for qualified candidates to fill two open positions in its New York City office. Click here to read the job descriptions for the positions of Vice President, Educational Sales and Vice President, Program Marketing Manager.

Money Management Institute Announces New Officers, Executive Committee Members, and Governors

MMI announced its officers and Executive Committee members for 2018-2019, as well as three new members of its Board of Governors. Patty Loepker of Wells Fargo Clearing Services, LLC was named Chair of the MMI Board of Governors for the coming year. Jennifer Abate of Lazard Asset Management was named Chair-Elect; Marilee Ferone of UBS Financial Services was named Treasurer; and Troy Thornton of Goldman Sachs Asset Management was named Secretary. Read more here.

Money Management Institute Expands its Continuous Learning Center with Online Courses from Industry-Leading Organizations

The Money Management Institute (MMI) announced the addition of several well-respected financial education programs from prominent industry organizations to its Continuous Learning Center. In addition to MMI-developed courses, the Center also includes highly-regarded curriculums from CAIA Association, Investments & Wealth Institute (formerly IMCA), and CFA Institute. Read the full press release here.

New MMI Perspectives Interview with John Brett, Pershing

In this interview, John Brett draws on his more than 30 years of experience across a broad spectrum of the financial services industry for a discussion of the evolving role of the managed solutions investment advisor as the product playing field has been leveled. Click here to download this latest edition of MMI Perspectives.
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