MMI News & Information

The Money Management Institute news and updates blog

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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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July 16, 2021
MMI is pleased to present the tenth edition of its annual research report on the Retail Distribution of Alternative Investments.  Produced in conjunction with FUSE Research Network, the report analyzes proprietary data provided by MMI member firms...

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July 16, 2021
NOMINATIONS ARE NOW BEING ACCEPTED FOR THE 2021 MMI/BARRON'S INDUSTRY AWARDS Nominations are open for the 2021 MMI/Barron's Industry Awards recognizing innovation and leadership in the investment advisory solutions industry. Now in their 13th year...

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June 24, 2021
MMI and Cerulli Associates announce the release of the Q1 2021 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of March 31, 2021. Strong net flows ($202.2 billion) in Q1 2021 drove managed...

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