MMI News & Information

The Money Management Institute news and updates blog

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August 14, 2020
The meaning of client-centricity is changing – a trend which has been accelerated by the COVID-19 pandemic. Clients increasingly want their advisors to connect their financial plans to their personal values. To do this at scale, the most successful...

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August 11, 2020
  2020 MMI/Barron's Industry Awards Nominations Open Through 5PM on Tuesday, September 8 The 2020 MMI/Barron’s Industry Awards recognize innovation and leadership in the investment advisory solutions industry. Now in their 12th year, the Awards...

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July 24, 2020
This week, MMI is pleased to welcome 52 exceptional individuals into its 2020 Leadership Pathway class. In what has been a year of extraordinary change for our industry, our country, and the world at large, it is exciting to see the extremely high...

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July 17, 2020
2020 has been a year like no other – and this year’s Annual Conference will be unlike any MMI event you’ve ever attended. For all the obvious reasons, MMI has made the decision to host this year’s event virtually. Like you, we will miss the...

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July 9, 2020
There is a strong relationship between highly satisfied clients and the perception that the firm they are working with is a digital leader. Yet over half of clients are unaware of many of the investment and planning tools that their wealth...

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June 18, 2020
MMI and Cerulli Associates announce the release of the Q1 2020 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of March 31, 2020. Assets in managed accounts fell 13% during the quarter to $6.46 ...

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June 18, 2020
Advisors believe that they hold regular financial planning conversations with their clients, but less than half of clients (44%) agree. Surprised? Learn more in the second paper in the new research series from MMI and Aon, Advisory Solutions:...

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June 10, 2020
June 10, 2020 On Behalf of the MMI Board of Governors: The Money Management Institute (MMI) has long stood for the goal of advancing the future of investment advice while fostering industry dialogue. MMI, as a member-driven organization,...

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June 4, 2020
In this edition: A new look and feel to MMInsight, five-session virtual Alternative Investments Forum and other virtual events, Leadership Pathway 2020 applications, the Next Chapter initiative, and much more. FROM THE PRESIDENT  A MESSAGE FROM...

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June 1, 2020
Now entering its sixth year, Leadership Pathway is a program designed to recognize and nurture the next generation of investment advice and solutions industry leaders through a structured curriculum of learning activities and networking...

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