Newsroom

Press Releases

September 2020

09/23/2020
Money Management Institute and the University of Virginia Darden School Foundation Launch Executive IQ: Executive-level certification provides investment leaders with training and networking opportunities to advance their careers and organizations

July 2020

07/28/2020
New Research from Money Management Institute and Aon Finds Strong Link Between Client Perception of Advisors as Digital Leaders and High Satisfaction

June 2020

06/18/2020
New Research from Money Management Institute and Aon Uncovers Gaps Between Advisors and Investors on Perception and Frequency of Financial Planning Discussions: Younger Investors Least Satisfied with Their Planning Experience

June 2020

06/18/2020
“Next Chapter” Initiative Announces Advisory Council: Money Management Institute and Financial Advisor Magazine Tap Senior Industry Executives to Address The Retirement Income Age

June 2020

06/04/2020
Two Industry Champions Take Up the Challenge of Advising Clients’ “Next Chapter”: Money Management Institute and Financial Advisor Magazine Address The Retirement Income Age

May 2020

05/26/2020
New Research from Money Management Institute and Aon Uncovers Gaps in Advisory Solutions Delivery: Advisors underestimate how much clients want their values reflected in investments

May 2020

05/08/2020
Money Management Institute Announces New Officers, Executive Committee Members, and Governors: Leadership Brings Deep Experience and Fresh Perspective

January 2020

01/29/2020
New Report from MMI and TIIP Reveals Key Considerations in the Development of Sustainable Investment Due Diligence Procedures: “Sustainable Investment Products and Due Diligence: Insights from Industry Experts” serves as a catalyst for industry discussion

October 2019

10/16/2019
Money Management Institute and Barron’s Announce Winners of 2019 Industry Awards Recognizing Achievement in Investment Advisory Solutions

September 2019

09/19/2019
Money Management Institute Announces Finalists for 2019 MMI/Barron’s Industry Awards

May 2019

05/01/2019
Money Management Institute and Morningstar Launch Sustainable Investing Curriculum To Prepare Financial Advisors for the Growing ESG Market

April 2019

04/10/2019
Money Management Institute Elects Five Firms to its Board of Governors: New Governors Bring Deep Experience and Additional Perspective

April 2019

04/02/2019
New Guide from MMI and TIIP Helps Financial Advisors Integrate Sustainable Investment into Their Practices

March 2019

03/11/2019
Money Management Institute Report Highlights Shift to Household-Level Wealth Planning and Portfolio Management: “Modern Wealth: The Roadmap to Improved Investor and Advisor Outcomes” Underscores Complexities and Opportunities for Investors and Advisors

October 2018

10/17/2018
Money Management Institute and Barron’s Announce Winners of 2018 Industry Awards Recognizing Leadership in Investment Advisory Solutions

October 2018

10/15/2018
Money Management Institute Honors Jim Tracy as 2018 Advisory Solutions Pioneer for His Leadership Role in the Investment Advisory Industry

August 2018

08/16/2018
Money Management Institute and Cerulli Associates to Consolidate Investment Advisory Solutions Industry Data: Industry Leaders to Combine Previously Separate Efforts

May 2018

05/15/2018
Money Management Institute Announces New Officers, Executive Committee Members, and Governors: Leadership Brings Deep Experience and New Perspective

May 2018

05/10/2018
Money Management Institute Expands its Continuous Learning Center with Online Courses from Industry-Leading Organizations: Offerings from CAIA, Investments & Wealth Institute, and CFA Institute Now Available

April 2018

04/10/2018
Money Management Institute Elects Four Industry Leaders to its Board of Governors: Additions Bring Deep Experience and New Perspective

January 2018

01/09/2018
Money Management Institute Launches Journal of Investment Advisory Solutions: New Publication Highlights Key Issues Shaping Financial Advice Delivery

November 2017

11/08/2017
MMI/FundFire Survey Highlights Racial Diversity Gaps Across Asset Management Industry

October 2017

10/19/2017
Money Management Institute Report Finds Asset Management Firms Suffering from Perception Gap: New study on lifecycle of asset managers underscores disconnect between perception and reality, leading to stagnation and lost growth opportunities

October 2017

10/04/2017
Money Management Institute and Barron’s Announce Winners of 2017 Industry Awards Recognizing Leadership in Investment Advisory Solutions: Matt Witkos Honored as 2017 Advisory Solutions Pioneer