MMI News & Information
The Money Management Institute news and updates blog
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August 27, 2021
August 27, 2021
MM recently partnered with AchieveNEXT -- the leading provider of Peer Advisory Networks and Talent Performance Solutions for mid-market leaders, their teams, and enterprises -- to release the Wealth & Asset Management Industry Diversity, Equity...
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August 17, 2021
August 17, 2021
Despite the challenging pandemic environment, overall investor satisfaction with their financial advisors has remained steady. Of investors surveyed during January and February of this year, 68% gave their financial advisor or team a 9 or 10 (on a...
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August 13, 2021
August 13, 2021
MMI is thrilled to welcome 72 outstanding individuals into the 2021 Leadership Pathway class.
Leadership Pathway -- now in its 7th year -- is a program designed to recognize and nurture the next generation of industry leaders. This summer, the ...
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August 4, 2021
August 4, 2021
NOMINATIONS ARE NOW BEING ACCEPTED FOR
THE 2021 MMI OPENING DOORS AWARDS
We are excited to launch our 2nd edition of MMI’s Opening Doors Awards. Launched in 2020, Opening Doors is a reaffirmation of the Gateway Foundation’s commitment to welcome,...
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July 22, 2021
July 22, 2021
More than half (52%) of investors say that the value of financial advice has increased post crisis, but less than half (43%) report actually having a planning discussion with their advisor in the past year. Why the disconnect?
According to new...
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July 16, 2021
July 16, 2021
MMI is pleased to present the tenth 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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July 16, 2021
July 16, 2021
NOMINATIONS ARE NOW BEING ACCEPTED FOR
THE 2021 MMI/BARRON'S INDUSTRY AWARDS
Nominations are open for the 2021 MMI/Barron's Industry Awards recognizing innovation and leadership in the investment advisory solutions industry. Now in their 13th year...
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June 24, 2021
June 24, 2021
MMI and Cerulli Associates announce the release of the Q1 2021 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of March 31, 2021. Strong net flows ($202.2 billion) in Q1 2021 drove managed...
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April 30, 2021
April 30, 2021
MMI has officially launched Executive IQ with the University of Virginia Darden School of Business, Microsoft, and PwC. Executive IQ is an 15-month program that provides senior leaders the hands-on education, real time skills and tools to make an...
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April 1, 2021
April 1, 2021
MMI and Cerulli Associates announce the release of the Q4 2020 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of December 31, 2020. Managed account industry assets surpassed $8 trillion for the...
