Washington Wonderland by John J. Kohut What to Watch This Summer In the post-9/11 world, Washington has developed its own sense of apprehension about the onset of summer. Folks who were here back in the summer of 2001 remember that from June to August the city was obsessed with the disappearance of a Congressional intern [...]

Managed Solutions Assets Approach $3 Trillion, Increasing 9% in First Quarter 2013 WASHINGTON, D.C., June 10, 2013 – The Money Management Institute (MMI), the national association representing the managed investment solutions (MS) and wealth management industry, today released MMI Central 2Q 2013, which provides a statistical overview of data and trends for the managed solutions [...]

  Thank you to all who tuned in to listen to the MMI Net Meeting on June 13th, 2013 If you would like to replay the meeting, you may do so by clicking the links below. Host: Arlen Oransky, Vice President, Membership Development, MMI Presenters: Rick Ledbury, Vice President, Data Services, MMI Jean Sullivan, Principal, Dover [...]

From Financial Planner to “Life Transitions Advisor”: A Conversation with Lewis Walker We are pleased to introduce the latest edition of Perspectives, featuring an interview with Lewis Walker, an independent financial planner and past recipient of the MMI Pioneer award. Lewis discusses how he reoriented his advisory practice to guide clients as they move through [...]