MMI News & Information
The Money Management Institute news and updates blog
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January 4, 2022
January 4, 2022
MMI-Cerulli Advisory Solutions Quarterly Available for Download
MMI and Cerulli Associates announce the release of the Q3 2021 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of September 30,...
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December 6, 2021
December 6, 2021
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...
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November 18, 2021
November 18, 2021
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...
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November 11, 2021
November 11, 2021
MMI and Barron’s announced the winners of the 2021 MMI/Barron’s Industry Awards at a special virtual Awards Ceremony on November 11th. Now in their thirteenth year, the Industry Awards recognize innovation and achievement in the investment advisory...
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October 19, 2021
October 19, 2021
Client and advisor expectations with respect to technology have been heightened during the pandemic – making the digital tools and resources that a firm provides critical to the satisfaction and engagement of both clients and advisors. Approximately...
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October 1, 2021
October 1, 2021
MMI and Cerulli Associates announce the release of the Q2 2021 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of June 30, 2021. Managed account industry assets closed the second quarter at $9.9...
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September 28, 2021
September 28, 2021
MMI is pleased to announce the Third 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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September 22, 2021
September 22, 2021
Financial planning conversations have moved online – with an increasing proportion of digital behaviors likely to stick. Both clients and advisors now place greater emphasis on the digital experience because it offers a degree of accessibility...
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September 20, 2021
September 20, 2021
2021 MMI/Barron's Industry Awards – Finalists Announced
MMI is pleased to announce the finalists for the 2021 MMI/Barron’s Industry Awards which recognize innovation and leadership in the investment advisory solutions industry. Our...
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September 7, 2021
September 7, 2021
The Money Management Institute (MMI) and Aon have released new research from the second tranche of their Advisory Solutions: Expectations and Experiences series. In findings from the second report in this year’s four-part series, client satisfaction...
