MMI News & Information

The Money Management Institute news and updates blog

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October 1, 2021
MMI and Cerulli Associates announce the release of the Q2 2021 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of June 30, 2021. Managed account industry assets closed the second quarter at $9.9...

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September 28, 2021
MMI is pleased to announce the Third Quarter 2021 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...

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September 22, 2021
Financial planning conversations have moved online – with an increasing proportion of digital behaviors likely to stick. Both clients and advisors now place greater emphasis on the digital experience because it offers a degree of accessibility...

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September 20, 2021
  2021 MMI/Barron's Industry Awards – Finalists Announced MMI is pleased to announce the finalists for the 2021 MMI/Barron’s Industry Awards which recognize innovation and leadership in the investment advisory solutions industry.  Our...

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September 7, 2021
The Money Management Institute (MMI) and Aon have released new research from the second tranche of their Advisory Solutions: Expectations and Experiences series. In findings from the second report in this year’s four-part series, client satisfaction...

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August 27, 2021
MM recently partnered with AchieveNEXT -- the leading provider of Peer Advisory Networks and Talent Performance Solutions for mid-market leaders, their teams, and enterprises -- to release the Wealth & Asset Management Industry Diversity, Equity...

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August 17, 2021
Despite the challenging pandemic environment, overall investor satisfaction with their financial advisors has remained steady. Of investors surveyed during January and February of this year, 68% gave their financial advisor or team a 9 or 10 (on a...

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August 13, 2021
MMI is thrilled to welcome 72 outstanding individuals into the 2021 Leadership Pathway class. Leadership Pathway -- now in its 7th year -- is a program designed to recognize and nurture the next generation of industry leaders. This summer, the ...

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August 4, 2021
NOMINATIONS ARE NOW BEING ACCEPTED FOR THE 2021 MMI OPENING DOORS AWARDS We are excited to launch our 2nd edition of MMI’s Opening Doors Awards. Launched in 2020, Opening Doors is a reaffirmation of the Gateway Foundation’s commitment to welcome,...

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July 22, 2021
More than half (52%) of investors say that the value of financial advice has increased post crisis, but less than half (43%) report actually having a planning discussion with their advisor in the past year. Why the disconnect? According to new...

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