MMI News & Information

The Money Management Institute news and updates blog

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May 10, 2016
We are pleased to present the fifth edition of MMI’s research report on the Distribution of Alternative Investments through Wirehouses. The 67-page report, based on mutual fund and ETF data collected exclusively by MMI/Dover Financial from wirehouse...

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May 10, 2016
After Years of Steady Growth, Alternative Investment Assets at Wirehouses Fall 4% in 2016 with All of the Decline Attributable to Liquid Alternatives After years of steady growth, wirehouse alternative investment assets fell about 4% in 2015 from $...

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April 1, 2016
Cerulli Associates believe that the market for digital advice will top $489 billion by 2020. Large direct-to-the consumer firms are surpassing the Silicon Valley start-ups that initiated the digital revolution. In addition, broker-dealers and RIAs...

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March 15, 2016
All Market Segments Post Asset Gains in Fourth Quarter Recovering from Third Quarter Contraction MMI Central 1Q 2016 reports a 3.1% rebound in IAS assets to slightly over $4.1 trillion during 2015 compared to a 1.3% rise in the S&P 500. This...

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February 26, 2016
MMI is a new member of the Financial Services Sector Coordinating Council (FSSCC), an organization established in 2002 to coordinate critical infrastructure and homeland security activities within the financial services industry. The FSSCC recently...

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February 19, 2016
On Wednesday, April 20, MMI will honor excellence in the Advisory Solutions industry at its eighth annual Industry Leadership Awards dinner during the 2016 Annual Convention in Washington, DC. For 2016, a total of ten Industry Leadership Awards will...

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January 20, 2016
With preparations for the tenth program year of Gateway to Leadership (GTL) – MMI’s workplace diversity initiative – now under way for the summer of 2016, MMI is pleased to announce two exciting program developments. First, MMI established a new GTL...

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January 15, 2016
The start of a new year is always an appropriate time to reflect and thoughtfully look forward. 2015 was a year of change and evolution for our industry, for MMI as an organization, and for me personally. It has been a quick seven months since I...

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In its December 14th edition, InvestmentNews covered the lack of diversity in the financial advice industry. MMI responded with a Letter to the Editor that highlights the success of Gateway to Leadership, MMI’s workplace diversity initiative...

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December 16, 2015
As 2015 winds down, MMI acknowledges the hard work and tremendous effort put forth by MMI’s Legal & Compliance Committee this year. The Committee, which has grown by more than 50% from 58 to 88 members since January, has worked diligently to...

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