MMI News & Information

The Money Management Institute news and updates blog

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May 27, 2022
Executive IQTM by Money Management Institute hosted its first Awards and Graduation Ceremony honoring its inaugural cohort yesterday, May 26th. The winners of the program's Capstone Innovation Project were also announced at the virtual event. In...

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April 26, 2022
As MMI kicks off its 25th anniversary celebration, we’re pleased to present the First Quarter 2022 edition of the MMI Journal of Investment Advisory Solutions. Now in its fifth year, the Journal showcases forward-thinking research reports and...

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April 21, 2022
MMI is celebrating the 25th Anniversary of its founding in 1997. The idea for MMI came from a small group of executives in the rapidly evolving Separately Managed Account space who met regularly to discuss issues and challenges and saw the benefits...

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April 8, 2022
MMI and Cerulli Associates announce the release of the Q4 2021 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of December 31, 2021.  On the back of a roaring equity market, managed account...

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February 10, 2022
POSITION: Event and Programming Associate LOCATION: Money Management Institute (MMI) Offices in New York City (midtown); Currently remote INDUSTRY: Financial Services, Investment Management TYPE: Full-time associate position with full benefits...

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January 12, 2022
MMI is proud to share our annual MMI Chair and President’s Report in a new, convenient video format. This report highlights our initiatives undertaken in 2021, and more importantly, what you can look forward to in 2022. Viewing Options: Below are a...

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January 4, 2022
MMI-Cerulli Advisory Solutions Quarterly Available for Download MMI and Cerulli Associates announce the release of the Q3 2021 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of September 30,...

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December 6, 2021
MMI is pleased to present a new report produced in conjunction with FUSE Research Network, Direct Indexing: The Democratization of Customized Portfolio Management. The first paper in a two-part series, the report examines the factors driving the...

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November 18, 2021
Data shows that delivering a carefully considered financial plan that effectively addresses clients’ needs typically translates to higher levels of financial assurance and a better overall experience. Aon’s latest research in partnership with the...

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November 11, 2021
MMI and Barron’s announced the winners of the 2021 MMI/Barron’s Industry Awards at a special virtual Awards Ceremony on November 11th. Now in their thirteenth year, the Industry Awards recognize innovation and achievement in the investment advisory...

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