MMI News & Information

The Money Management Institute news and updates blog

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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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August 6, 2019
On August 5, 2019, it was announced that InvestmentNews has selected MMI’s Gateway to Leadership Foundation as a finalist in the Diversity Champion category for its 2019 Excellence in Diversity & Inclusion Awards. The Excellence in Diversity...

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July 25, 2019
Over 100 participants and alumni. Countless promotions in rank. MMI’s Leadership Pathway program is working. Now entering its fifth year, the Leadership Pathway program recognizes talented and motivated individuals in the next generation and engages...

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July 21, 2019
  NOMINATIONS DUE BY FRIDAY, AUGUST 9 Nominations are open for the 2019 MMI/Barron’s Industry Awards recognizing innovation and leadership in the investment advisory solutions industry. Now in their 11th year, the Awards celebrate outstanding...

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July 18, 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 some of the hottest topics in the advisory solutions space. Developed to provide MMI members with...

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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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