MMI News & Information

The Money Management Institute news and updates blog

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October 18, 2013
The fifth edition of the MMI Industry Guide provides member firms with a very broad array of quantitative information about the managed investment solutions marketplace. The primary purpose of the publication is to facilitate member firm business...

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September 27, 2013
ETFs have become a mainstay of how many financial advisors structure client portfolios. On Wednesday, September 25th this members-only webinar provided a preview of an upcoming MMI research report on the latest trends in advisor ETF usage. After...

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September 5, 2013
Managed Solutions Assets Pass $3 Trillion, Up 140% Since Year End 2008 Highlights of this edition include: By the end of the second quarter, total MS assets had passed $3 trillion – which marked an all-time high – and were up nearly 140% from $1.3...

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July 19, 2013
In case you missed it, here’s a new publication exclusively for MMI members. Special research report – This new report, developed in conjunction with Dover Financial Research, examines emerging trends within the alternative investment marketplace...

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August 12, 2013
InvestmentNews OpEd on Workplace Diversity by Chris Davis. Diversity is, without question, an integral part of our nation's fabric, and America has proved to be the best argument for its benefits. Visit InvestmentNews to read the article.

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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...

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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...

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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...

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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...

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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...

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