MMI News & Information

The Money Management Institute news and updates blog

For the past six years, separate-account specialists Brinker Capital Inc. and Lockwood Advisors Inc., an affiliate of Pershing LLC, have played host to summer interns selected through a Money Management Institute program. The initiative works with...

February 21, 2013
On April 23, 2013, MMI will honor excellence in the Advisory Solutions industry at its fifth annual Industry Leadership Awards dinner. We invite you to nominate firms and individuals that have demonstrated outstanding innovation, commitment to...

January 9, 2013
The purpose of this document is to provide a basic overview of the federal antitrust laws as they relate to the activities surrounding the Money Management Institute (MMI). The information that follows provides guidelines on the problems that may...

December 18, 2012
On December 18, 2012, FundFire published an article highlighting MMI’s ongoing efforts to help the industry develop and adopt standards to streamline communications between asset managers and platform sponsors. Click below to access the article on...

October 19, 2012
October 19, 2012TO: MMI MembersFROM: Roger Paradiso, Chair, MMI Model Standards Task ForceGary Jones, MMI Consultant, Communication StandardsRE: Next Stage of Communication Standards InitiativeTo move forward the communication standards effort, we...

September 19, 2012
As part of our efforts to improve delivery of compelling information to our members, MMI today released the inaugural edition of MMI Perspectives – the first in a series of occasional visits with thought leaders from both within and outside the...