MMI News & Information

The Money Management Institute news and updates blog

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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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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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