MMI News & Information

The Money Management Institute news and updates blog

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June 13, 2019
We are pleased to present the eighth edition of MMI’s annual research report on the Retail Distribution of Alternative Investments.  Produced in conjunction with FUSE Research, the report analyzes proprietary data provided by MMI member firms on...

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June 12, 2019
MMI and Cerulli Associates are pleased to present the Q1 2019 edition of Advisory Solutions Quarterly, the quarterly data summary for MMI members. Download Advisory Solutions Quarterly – Q1 2019 With the transition of MMI’s industry data platform to...

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April 12, 2019
We are pleased to share a significant and positive outcome to MMI's advocacy efforts to advance the interests of our members by obtaining guidance from the SEC staff that a broker-dealer can satisfy its prospectus delivery obligations under the...

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March 25, 2019
Amid growing investor interest in integrating ESG factors into investing, MMI and The Investment Integration Project (TIIP) are pleased to introduce a new guide to help financial advisors effectively integrate sustainable investing into their...

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March 21, 2019
MMI and Cerulli Associates are pleased to present the year-end edition of Advisory Solutions Quarterly, the quarterly data summary for MMI members. Download Advisory Solutions Quarterly – Q4 2018 With the transition of MMI’s industry data platform...

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March 1, 2019
MMI is pleased to announce the release of a new report, Modern Wealth: The Roadmap to Improved Investor and Advisor Outcomes, that highlights the distinct shift taking place across the advisory industry from discrete products, accounts, and...

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February 8, 2019
MMI is looking for a qualified candidate to fill its open Membership Services Associate position. This entry-level position is located in MMI's New York City office and is a great opportunity to build one's financial services acumen and...

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February 7, 2019
MMI is pleased to announce the new edition of the MMI Journal of Investment Advisory Solutions, a compendium of research reports and articles on topics critical to the ongoing evolution of investment advisory solutions. One of the many ways MMI...

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February 1, 2019
To kick off the year, the MMI team hosted a webinar that provides a concise, 25-minute overview of the most important new MMI developments and benefits that your firm should be aware of – and take advantage of – in 2019. Click here to login and view...

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January 23, 2019
Just released, the new MMI/Morningstar Sustainable Investing Curriculum, is an eight-course, 3.4-hour online curriculum geared to Financial Advisors and industry professionals who want to stay ahead of the sustainable investing curve. Developed with...

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