MMI News & Information
The Money Management Institute news and updates blog
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May 1, 2023
May 1, 2023
We’re pleased to present the First Quarter 2023 edition of the MMI Journal of Investment Advisory Solutions. Now in its sixth year, the Journal showcases forward-thinking research reports and articles on key trends that are shaping the future of...
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April 6, 2022
April 6, 2022
The Q4 2022 edition of MMI-Cerulli Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of December 31, 2022, is available for download.
After three quarters of declines, managed account assets climbed 6.5%...
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December 22, 2022
December 22, 2022
The Q3 2022 edition of MMI-Cerulli Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of September 30, 2022, is available for download.
Managed account assets declined for the third consecutive quarter,...
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November 17, 2022
November 17, 2022
MMI is pleased to present the eleventh 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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November 3, 2022
November 3, 2022
MMI is thrilled to welcome 100 outstanding individuals into the 2022 Leadership Pathway class.
Leadership Pathway -- now in its 8th year -- is a distinguished community and professional development program for selected investment advisory leaders...
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October 4, 2022
October 4, 2022
“Mind the gaps” is an apt warning when it comes to key findings in new research from MMI and Aon in the third year of their Advisory Solutions: Expectations and Experiences series. This flagship research study – based on proprietary surveys of both...
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September 23, 2022
September 23, 2022
The Q2 2022 edition of MMI-Cerulli Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of June 30, 2022, is available for download.
Managed account assets declined for the second consecutive quarter in 2Q 2022...
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September 14, 2022
September 14, 2022
MMI is pleased to announce the finalists for the 2022 MMI/Barron’s Industry Awards which recognize innovation and leadership in the investment advisory solutions industry. Our congratulations to the finalists and all the firms that were nominated!...
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August 25, 2022
August 25, 2022
Approximately 39% of clients have asked their advisors about cryptocurrency investments, but overall investor interest is limited and declining. Only 14% of investors surveyed in March and April 2022 indicate that they would be very likely to add...
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August 10, 2022
August 10, 2022
Despite the industry collectively having spent billions of dollars to upgrade its digital offerings for clients and advisors, considerable work remains to be done. Less than half of investors (45%) are very satisfied with the digital tools offered...
