MMI News & Information

The Money Management Institute news and updates blog

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September 3, 2014
Highlights of this edition include: Maintaining momentum that reaches back to the third quarter of 2012, managed solutions assets rose nearly 10% to $3.8 trillion during the first six months of 2014, reflecting parallel gains of 5% in each of the...

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August 29, 2014
By FinOps Report. Click here to read the article.

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August 15, 2014
The U.S. Government Accountability Office (GAO) has released its report on managed accounts in 401(k) plans. GAO contacted MMI at the outset of its examination and we appreciated the opportunity to comment and consult with GAO throughout its...

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August 14, 2014
A married couple, each 50 years old, is looking for financial planning and investment guidance to help them meet their goal of retiring at age 65 with a secure stream of retirement income. Are they getting started too late? Can they reconcile their...

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August 1, 2014
The U.S. Government Accountability Office (GAO) has released its report on managed accounts in 401(k) plans. GAO contacted MMI at the outset of its examination and we appreciated the opportunity to comment and consult with GAO throughout its...

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June 4, 2014
In a strong first quarter, managed solutions assets rose 5% to $3.6 trillion with all market segments experiencing solid gains. Rep as Portfolio Manager led all segments with asset growth of 8%, followed by UMAs at 5%, Mutual Fund Advisory and...

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May 30, 2014
MMI’s mission is to help member firms – and, by extension, the advisory solutions industry – to Connect, Know and Grow. Our strategic business plan, key initiatives and major activities are all carefully aligned and tracked to this objective. Early...

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May 7, 2014
We are pleased to present the third edition of MMI’s research report on the Distribution of Alternative Investments through Wirehouses. The 60-page report, based on mutual fund and ETF data collected exclusively by MMI/Dover Financial from wirehouse...

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May 5, 2014
Serving Client Demand for Impact Investing: A Hands-on Guide for Financial Advisors and Senior Management We are pleased to present a special report on Impact Investing produced in conjunction with Impact Economy, a leading impact investing and...

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April 9, 2014
In conjunction with InvestmentNews (IN) Custom Media, MMI developed a special advertising supplement on the value of managed solutions titled “Managed Solutions: Meeting Today’s Challenges.” Designed to educate financial advisors across all...

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