2nd Quarter of 2006 MMI Mid-Year 2006 Update (Read Here) Separate Accounts Due for a Communications Upgrade (read more) The Money Management Institute Reports Separately Managed Accounts Top $736.4 Billion (Press Release) Gary Jones joins MMI (Press Release) Accenture Data Standard Recommendation (Executive Summary) MMI Pursues Broad Based Support for New Communication Standards (Document) 1st Quarter of 2006 MMI Names New Chairman to Lead MMI Press Release Managed Accounts End of 2005 Press Release Dow Jones GETTING PERSONAL: UMAs: What They Are And What They Do More Info 3rd Quarter of 2005 Model-Based Multimanager Accounts More Info Managed Accounts Reach $645 Billion in 3Q More Info The Money Management Institute and Nikko Cordial Advisor Translate Legacy Into Japanese.  Release Additional Info MMI Letter to James Hollis More Info Tax-Loss Harvesting Survey More Info Len Reinhart Discusses Unified Managed Accounts in this Special MMI NetMeeting Listen Presentation

2nd Quarter of 2005 Japanese SMA Industry Continues to Grow More Info American Medical News Publishes: “Investment vehicle offers customized portfolio”  More Info MMI Goes Outside the Box to Focus on Retirement Planning More Info The Money Management Institute Names New Chairman and Creates Executive Council --Mark Pennington of Lord Abbett to Lead Institute-- More Info

1st Quarter of 2005 Social Security Reform: Part 1 by Christopher Davis More Info Social Security Reform: Part 2 by Christopher Davis More Info Social Security Reform: Part 3 by Christopher Davis More Info IRS Rules SMA Fees Not IRA Contributions. More Info Managed Account Standards Come Under Fire.  More Info Fund Action names MMI Governor, Len Reinhart of Lockwood, SMA Manager of the Year!  More Info End of 2004 Assets Under Management. More Info

4th Quarter of 2004 MMI Comments on CFA Institute (AIMR) Proposals.  More Info

3rd Quarter of 2004 Assets in Separately Managed Accounts Increased $4.4 Billion (0.8%) During the Quarter, Reaching $529 Billion in June.  More Info

2nd Quarter of 2004 Banks Need Managed Accts For Boomer Wealth. More Info The Money Management Institute Issues 2nd Quarter Assets Under Management Data. Assets Increase 19.4 Percent Compared With Previous Year.  More Info Press Report: MMI Goes International.  More Info

1st Quarter of 2004 The Money Management Institute Issues 1st Quarter Assets Under Management. Assets Increase 39.2 % With Previous Year.  More Info Money Management Executive: AIMR Reluctant to Ease Standards for SMAs.  More Info Fund Control: Separate Accounts are Aiming Lower and Growing Faster as Mutual-fund Rip-offs Turn Off Investors.  More Info Dow Jones Newswire Uses MMI Quarterly Data for News Release. More Info

4th Quarter of 2003 Assets in Managed Accounts Top Half Trillion Dollar Mark for First Time, Ending 2003 at $506.63 Billion.  More Info

3rd Quarter of 2003 Assets in Managed Accounts Total $456.29 Billion for Third Quarter of 2003. Chart More Info