MMI News & Information

The Money Management Institute news and updates blog

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August 4, 2021
NOMINATIONS ARE NOW BEING ACCEPTED FOR THE 2021 MMI OPENING DOORS AWARDS We are excited to launch our 2nd edition of MMI’s Opening Doors Awards. Launched in 2020, Opening Doors is a reaffirmation of the Gateway Foundation’s commitment to welcome,...

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July 22, 2021
More than half (52%) of investors say that the value of financial advice has increased post crisis, but less than half (43%) report actually having a planning discussion with their advisor in the past year. Why the disconnect? According to new...

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July 16, 2021
MMI is pleased to present the tenth edition of its annual research report on the Retail Distribution of Alternative Investments.  Produced in conjunction with FUSE Research Network, the report analyzes proprietary data provided by MMI member firms...

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July 16, 2021
NOMINATIONS ARE NOW BEING ACCEPTED FOR THE 2021 MMI/BARRON'S INDUSTRY AWARDS Nominations are open for the 2021 MMI/Barron's Industry Awards recognizing innovation and leadership in the investment advisory solutions industry. Now in their 13th year...

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June 24, 2021
MMI and Cerulli Associates announce the release of the Q1 2021 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of March 31, 2021. Strong net flows ($202.2 billion) in Q1 2021 drove managed...

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April 30, 2021
MMI has officially launched Executive IQ with the University of Virginia Darden School of Business, Microsoft, and PwC. Executive IQ is an 15-month program that provides senior leaders the hands-on education, real time skills and tools to make an...

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April 1, 2021
MMI and Cerulli Associates announce the release of the Q4 2020 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of December 31, 2020. Managed account industry assets surpassed $8 trillion for the...

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March 26, 2021
The Gateway Foundation is providing scholarships to qualified, diverse applicants that are interested in Executive IQ. Learn more.

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March 10, 2021
MMI is pleased to announce the First Quarter 2021 edition of the MMI Journal of Investment Advisory Solutions, a compendium of research reports and articles on some of the hottest topics in the advisory solutions space. Developed to provide MMI...

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January 27, 2021
MMI is proud to share the annual MMI Chair and President’s Report. Now available in flip book format, the report provides a summary of our initiatives undertaken in 2020, as well as a look ahead to this year’s enhancements and developments you can...

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