Executive IQ: Inaugural Cohort Graduated & Innovation Project Winners Announced

Executive IQTM by Money Management Institute hosted its first Awards and Graduation Ceremony honoring its inaugural cohort yesterday, May 26th. The winners of the program's Capstone Innovation Project were also announced at the virtual event. In collaboration with PwC and Darden, the Capstone Innovation Project was a three-month effort designed to put into practice program lessons taught the previous two terms around technology, digital disruption, leadership and embracing a growth mindset.

First Quarter 2022 Edition of the MMI Journal of Investment Advisory Solutions

As MMI kicks off its 25th anniversary celebration, we’re pleased to present the First Quarter 2022 edition of the MMI Journal of Investment Advisory Solutions. Now in its fifth year, the Journal
showcases forward-thinking research reports and articles on key trends that are shaping the future of investment advice and solutions.


25 Years of Industry Leadership

MMI is celebrating the 25th Anniversary of its founding in 1997. The idea for MMI came from a small group of executives in the rapidly evolving Separately Managed Account space who met regularly to discuss issues and challenges and saw the benefits that could come from a formal industry association, and MMI was born.

Today, it is the industry-leading association with over 200 member firms  and 9,000 members – representing financial services firms providing financial advice and investment advisory solutions to investors.

Chair and President’s Report - January 2022

MMI is proud to share our annual MMI Chair and President’s Report in a new, convenient video format. This report highlights our initiatives undertaken in 2021, and more importantly, what you can look forward to in 2022.

Viewing Options:
Below are a series of short video clips ranging from 1 minute to 4 minutes that can be watched at your convenience. Alternatively view or listen to the content in one continuous 30-minute video as you enjoy lunch or step outside for a walk.

New MMI-FUSE Report: Direct Indexing: The Democratization of Customized Portfolio Management

MMI is pleased to present a new report produced in conjunction with FUSE Research Network, Direct Indexing: The Democratization of Customized Portfolio Management.

The first paper in a two-part series, the report examines the factors driving the surge of industry interest in – and activity centered around – direct indexing. While direct indexing has been available to HNW clients and institutional investors for decades, the advent of commission-free trading and fractional shares, coupled with advances in technology, has helped to bring the strategy down market to retail investors.

Demand for Financial Advice has Increased Substantially Along With Client Expectations

Data shows that delivering a carefully considered financial plan that effectively addresses clients’ needs typically translates to higher levels of financial assurance and a better overall experience. Aon’s latest research in partnership with the Money Management Institute (MMI) — which surveyed 1,500 investors and 1,405 financial advisers across the U.S.