MMI News & Information

The Money Management Institute news and updates blog

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June 12, 2018
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...

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June 11, 2018
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...

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May 18, 2018
MMI is looking for qualified candidates to fill two open positions in its New York City office. Vice President, Educational Sales Read the job description here. For further inquiries on this position and to submit a resume, please contact Tim...

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May 15, 2018
MMI announced its officers and Executive Committee members for 2018-2019, as well as three new members of its Board of Governors. Patty Loepker, Managing Director, Head of Research Directed Advisory Programs at Wells Fargo Clearing Services, LLC was...

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March 16, 2018
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...

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February 28, 2018
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 (mmi.smartpros.com). To support the launch of these offerings, we are seeking an...

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February 5, 2018
On February 8, 2018, The Investment Integration Project (TIIP) and Morningstar will co-host an event that explores the ways in which investors can go beyond daily portfolio management activities like ESG integration and impact measurement and...

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January 16, 2018
If you missed the original web-meeting, you can now access a replay of the MMI All-Member Town Hall held on January 11th. During this web-meeting, we take a quick look back at last year's accomplishments, discuss the major activities and initiatives...

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January 4, 2018
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...

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December 10, 2017
To: MMI Members From: Roger Paradiso, Chair, MMI Board of Governors, and Craig Pfeiffer, President & CEO Date: December 7, 2017 It has been a milestone year for MMI. As we marked our 20th anniversary, it was natural to look back and reflect...

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