MMI News & Information

The Money Management Institute news and updates blog

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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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March 23, 2020
In this edition of MMInsight ... Breaking News relating to the impact of the Coronavirus on MMI events. Also, MMI/AON research, new look and feel of the MMI website … and more! MMInsight FROM THE PRESIDENT  A Message from Craig Pfeiffer  We have the...

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March 9, 2020
Given the constantly shifting situation with respect to COVID-19, MMI cancelled its upcoming Summit 2020 scheduled for March 26th & 27th in Orlando. We have the utmost concern about the health and safety of our members and feel that this is a...

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February 6, 2020
In this edition of MMInsight ... Chair & President's Report, MMI Summit 2020, Gateway to Leadership Golf Outing, upcoming events, new analysis and insights, and more. MMInsight FROM THE PRESIDENT  A Message from Craig Pfeiffer  Each new year...

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January 30, 2020
MMI is currently looking for qualified candidates to fill the following two positions in MMI's New York City office: a Data and Platform Support Associate and an Event and Programming Associate. Job Description for the Data and Platform Support...

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January 29, 2020
MMI is pleased to announce the First Quarter 2020 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.  DOWNLOAD THE NEW EDITION OF...

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January 24, 2020
As investor interest in “sustainable” investment strategies increases, asset managers have started to offer a wide range of products that incorporate sustainability or environmental, social and governance (ESG) strategies. In turn, due diligence...

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January 16, 2020
To start the year, MMI has released two new NetMeetings that you don't want to miss. The first NetMeeting, The Boundaries of Financial Advice: When Clients Need More Risk to Reach Their Goals, features an overview of the changes taking place in the...

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January 14, 2020
Jennifer Abate, Chair, MMI Board of Governors and Craig Pfeiffer, President & CEO, MMI, released the MMI Chair and President’s Report today to all members. In their message to members, they noted: As we close the books on one decade and enter a...

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