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

Tuesday, January 9, 2018

New York, NY, January 9, 2018 – The Money Management Institute (MMI) today announced the launch of the MMI Journal of Investment Advisory Solutions, a new publication that shares insights and perspective from leading firms in the wealth management and asset management industries. The inaugural edition of the Journal, which will be published on a biannual basis, contains research reports and articles on topics as diverse as the digital revolution in asset management, the value advisors can add through behavioral alpha, and why active management remains as relevant as ever.

“The idea for the Journal was born last year as we marked our 20th anniversary,” said MMI President and CEO Craig Pfeiffer. “Since the founding of our organization in 1997, we have focused on helping members stay abreast of emerging trends and understand how they will shape the future of financial advice delivery. By collecting and presenting highly topical content from industry thought leaders and subject matter experts, the Journal is a natural extension of those efforts.”

For the inaugural edition of the Journal, MMI solicited submissions that addressed three key themes:

  • Investment Advisory Solutions Data and Insights Broad trends in market segments and product development and usage

  • Active AND PassiveBalanced perspective on the appropriate use of active and passive strategies

  • Business Model EvolutionHow distributor, asset manager and advisor business models are changing

“We were extremely pleased by the strong response to our initial call for submissions and the quality of the articles received,” noted Roger Paradiso, MMI Chairman and Head of Alternative Distribution Strategies at Legg Mason. “We specifically acknowledge and thank the following firms for their contributions to the first edition of the Journal: Artivest, Brinker Capital, Broadmark Asset Management, EY, FUSE Research Network, Lockwood Advisors, Morningstar, Russell Investments, State Street, and UBS. During this period of profound change in the delivery of financial advice, their insights will help all industry participants deliver better solutions for financial advisors and the investors we collectively serve.”

For more information about the MMI Journal of Investment Advisory Solutions, please visit

About the Money Management Institute (MMI): Since 1997 MMI has been the leading voice for the global financial services organizations that provide financial advice and professionally-managed investment advisory solutions to individual and institutional investors. Through industry advocacy, educational initiatives, regulatory affairs, data reporting, and professional networking, MMI supports and advances the growth of a diverse spectrum of investment advisory solutions that serve an evolving worldwide financial landscape. MMI member organizations are committed to the highest standards of fiduciary responsibility and ethical conduct and to creating the most successful outcomes for investors at every level of assets. For more information, visit

Joan Lensing, Money Management Institute,, (646) 868-8518
Matthew Conroy, Peppercomm,, (212) 931-6133