MMI News & Information
The Money Management Institute news and updates blog
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July 22, 2022
July 22, 2022
NOMINATIONS ARE NOW BEING ACCEPTED FOR
THE 2022 MMI/BARRON'S INDUSTRY AWARDS
Nominations are open for the 2022 MMI/Barron's Industry Awards recognizing innovation and leadership in the investment advisory solutions industry. Now in their 14th year...
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July 12, 2022
July 12, 2022
The Q1 2022 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of March 31, 2022, is now available for download.
As market uncertainty stung equity markets during the first quarter, managed account...
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May 27, 2022
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
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
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...
jnocket@mminst.org
April 8, 2022
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
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
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
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
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...
