MMI News & Information

The Money Management Institute news and updates blog

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October 15, 2018
As MMI kicks off the fourth year of its Leadership Pathway program, we are pleased to announce the 25 rising leaders that have been accepted into the new class. Joseph Arena, Bank of America, Merrill Lynch Kevin Betyeman, Morgan Stanley  Marco...

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September 14, 2018
Advisory assets continue to move in lockstep with the markets, crossing $6.3 trillion and reaching a record-high at the end of the second quarter. Net flows decreased for the second quarter in a row, to $78 billion, on the heels of four consecutive...

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September 5, 2018
Click here for details about the Leadership Pathway Seminar and register for the event. Click here to read more information about the Leadership Pathway program and download the application.

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August 16, 2018
MMI is pleased to welcome three new members to its Board of Governors. The new additions are: Jeff Carlin, Senior Managing Director, Head of U.S. Retail, Nuveen Investments Estee Jimerson, Managing Director, Head of Asset Manager Distribution,...

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August 13, 2018
MMI is pleased to announce that it has entered into an agreement with Cerulli Associates (Cerulli) to transition MMI’s investment advisory solutions data platform to Cerulli as of the third quarter of 2018.  Cerulli will integrate MMI’s historical...

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August 1, 2018
  The MMI/Barron’s Industry Awards recognize innovation and leadership in the investment advisory solutions industry. Now in their tenth year, the Awards celebrate outstanding achievement and honor firms that have raised the bar by delivering...

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July 31, 2018
MMI has released the second edition of the new MMI Journal of Investment Advisory Solutions, a compendium of research reports and articles on topics critical to the ongoing evolution of investment advisory solutions. The Journal is one of the many...

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July 27, 2018
MMI is looking for qualified candidates to fill three open positions in its New York City office. Vice President, Educational Sales Read the job description here. For further inquiries on this position and to submit a resume, please contact Tim...

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July 10, 2018
We are pleased to present the seventh edition of MMI’s annual research report on the Retail Distribution of Alternative Investments.  Produced this year in conjunction with FUSE Research, the report analyzes proprietary data provided by MMI member...

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June 12, 2018
The first quarter of 2018 marked another period of organic growth for Investment Advisory Solutions. AUM topped $6.1 trillion on continued strong net flows of $96 billion for the quarter. The Q1 2018 edition of MMI Central, MMI’s flagship quarterly...

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