Money Management Institute |

Connect. Know. Grow.

The industry association representing financial services firms that provide financial advice and investment advisory solutions to investors.

Hiring Now: Operations Associate

MMI is looking for a qualified candidate to fill an open position in its New York City office. Click here to read the job description.

2021 MMI Annual Conference - Registration Now Open

Join us October 20-28 for MMI’s 2021 Annual Conference. Now in a virtual format, this year’s event will bring together the business executives, innovators, and thought leaders driving the accelerated transformation taking place in the investment advisory arena. Learn more.

AchieveNEXT Wealth & Asset Management Industry DEI Outlook Briefing

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 and Inclusion Outlook Briefing. Using the data captured from over 60 executives in the industry, the report reveals a large gap between leaders' perception of their own progress on issues of diversity, equity, and inclusion and actual level of performance in the industry.

New MMI-Aon Research: Digital Leadership Helped Maintain Client Satisfaction During Pandemic

The pandemic experience of the past 18 months prompted an uptake in digital interactions between clients and advisors, with overall client satisfaction strongly linked to the firm’s digital capabilities. However, client preferences for digital interaction vary by activity, and advisors are underestimating the importance of in-person interactions. Learn more in the latest Advisory Solutions: Expectations and Experiences research from MMI and Aon.

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MMI membership is at the corporate level. Check here to view a list of member firms.

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Request access here.

If your firm is not a member, learn more here.

MMI Polls

There has been a big shift toward values-based investing since the onset of the pandemic. Have you integrated values-based investing into your investment strategy?

Featured Event

2021 MMI Annual Conference

October 20-28, 2021
Charged admission | Open to members and non-members | Press allowed

Co-Chairs:
Tom Sholes, Chief Strategy Officer, Managing Director, BNY Mellon | Pershing
Lily Trager, Director of Investing with Impact, Head of Impact Solutions, Morgan Stanley

SHAPING THE FUTURE TOGETHER

Key Initiatives

MMI Job Board

Summer 2022 Intern

abrdn

Director, Income Solutions Product Platforms

Charles Schwab & Co.

National Advisor Consultant

Columbia Threadneedle Investments

Internal Wholesaler

Columbia Threadneedle Investments

MMI Partners

2021 Titanium Partner

2021 Platinum Partner

2021 MMI Cobalt Partner