MMI News & Information

The Money Management Institute news and updates blog

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June 18, 2020
MMI and Cerulli Associates announce the release of the Q1 2020 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of March 31, 2020. Assets in managed accounts fell 13% during the quarter to $6.46 ...

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June 18, 2020
Advisors believe that they hold regular financial planning conversations with their clients, but less than half of clients (44%) agree. Surprised? Learn more in the second paper in the new research series from MMI and Aon, Advisory Solutions:...

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June 10, 2020
June 10, 2020 On Behalf of the MMI Board of Governors: The Money Management Institute (MMI) has long stood for the goal of advancing the future of investment advice while fostering industry dialogue. MMI, as a member-driven organization,...

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June 4, 2020
In this edition: A new look and feel to MMInsight, five-session virtual Alternative Investments Forum and other virtual events, Leadership Pathway 2020 applications, the Next Chapter initiative, and much more. FROM THE PRESIDENT  A MESSAGE FROM...

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June 1, 2020
Now entering its sixth year, Leadership Pathway is a program designed to recognize and nurture the next generation of investment advice and solutions industry leaders through a structured curriculum of learning activities and networking...

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May 14, 2020
Surprising gaps between client expectations and firm delivery continue to challenge the wealth management industry and inhibit client value. New proprietary research from MMI and Aon debunks persistent myths about client attitudes and delves into...

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May 8, 2020
MMI announced the election of its new Officers and Executive Committee Members for 2020‐2021, as well as five additions to its Board of Governors, with all changes effective May 1. Marilee Ferone, Executive Vice President, Head of Strategic...

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April 27, 2020
  Guide to Working Remotely   Fostering communications and teamwork Working remotely can be isolating and potentially counter-productive. Connections and small interactions help idea generation and collaboration at a time when it is most needed...

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March 27, 2020
March 27, 2020 To all MMI members, First, we send our sincere wishes for safety and good health to each of you as we navigate these extraordinary times. In addition to your member firm’s execution of disruption and continuity plans, you are...

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March 23, 2020
MMI-Cerulli Advisory Solutions Quarterly Available for Download MMI and Cerulli Associates announce the release of the Q4 2019 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of December 31,...

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