MMI News & Information

The Money Management Institute news and updates blog

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November 13, 2019
In this edition of MMInsight ... Highlights from the 2019 Annual Conference, including the MMI/Barron's Industry Awards winners, Penny Pennington honored with MMI Leadership Award, new Leadership Pathway class announced, and much more....

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November 5, 2019
As we enter the fifth year of MMI’s Leadership Pathway program, we are excited to announce that we have accepted our largest class to date. Please join us in congratulating the 36 rising leaders that have been accepted into the program. View the...

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November 5, 2019
At the 2019 MMI Annual Conference last month, MMI acknowledged the graduating members of its 2017 Leadership Pathway Class. Over the past two years, these members have grown both personally and professionally. The MMI community looks forward to...

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October 24, 2019
MMI is looking for a qualified candidate to fill a new Marketing Associate position. This position is located in MMI's New York City office, and it’s a great opportunity to put one’s marketing, digital communications, and project management skills...

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October 16, 2019
MMI and Barron’s announced the winners of the 2019 MMI/Barron’s Industry Awards at MMI’s 2019 Annual Conference yesterday in Atlanta. Now in their eleventh year, the Industry Awards recognize innovation and achievement in the investment advisory...

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October 4, 2019
With our members and colleagues across the investment advisory industry, the Money Management Institute pauses this morning to acknowledge the tragic passing of Envestnet Founder Jud Bergman and his wife, Mary Miller-Bergman. Jud’s untimely death is...

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September 26, 2019
MMI's Gateway to Leadership Foundation is honored to have been recognized as a Diversity Champion at the InvestmentNews 2019 Excellence in Diversity & Inclusion Awards Luncheon held on September 24 in New York City.  Gateway to Leadership was...

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September 25, 2019
In this edition of MMInsight ... 2019 Annual Conference, MMI/Barron's Industry Awards Finalists, Leadership Pathway news, new research and insights, upcoming events, and more ... MMInsight   FROM THE PRESIDENT A Message from Craig...

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September 19, 2019
We are pleased to present new research produced in conjunction with FUSE Research. As of July 2019, mutual fund and ETF combined assets were up 8% from the end of 2017. However, from August 2018 through July 2019, active mutual funds and ETFs...

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September 17, 2019
MMI and Cerulli Associates are pleased to present the latest edition of Advisory Solutions Quarterly, which shows that assets held in advisory solutions programs grew 4.1% to $6.8 trillion during the quarter ended June 30, 2019. Download Advisory...

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