MMI News & Information

The Money Management Institute news and updates blog

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December 18, 2018
To: MMI Members From: Patty Loepker, Chair, MMI Board of Governors Craig Pfeiffer, President & CEO Re: 2018 MMI Chairman and President Report Download Report (PDF) In 2017, MMI marked our 20th anniversary and reflected on two...

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December 7, 2018
MMI and Cerulli Associates are pleased to present the first edition of Advisory Solutions Quarterly, the new-look quarterly data summary for MMI members. Download Advisory Solutions Quarterly – Q3 2018 With the transition of MMI’s industry data...

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November 16, 2018
MMI members asked for it. MMI members helped build it. And now it’s available! MMI is pleased to announce the launch of our newest online curriculum for investment advisory professionals, Fundamentals of Investment Advisory Solutions. As the...

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November 13, 2018
The rising influence of the home-office at broker-dealers is forcing asset managers to place more importance on covering the research teams within these groups. To provide better understanding of home-office research teams and how they function, MMI...

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October 17, 2018
The winners of the 2018 MMI/Barron’s Industry Awards were announced at MMI’s 2018 Annual Conference yesterday in Dallas. Now in their tenth year, the Industry Awards recognize innovation and achievement in the investment advisory solutions industry...

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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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