Connect. Know. Grow.

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

2020 MMI/Barron’s Industry Awards – Finalists Announced

MMI is pleased to announce the finalists for the 2020 MMI/Barron's Industry Awards. Congratulations to the finalists and all the firms that were nominated! View the complete list of finalists here. Plus, join us when the winners are announced on Thursday, October 22 at the 2020 MMI/Barron’s Industry Awards Ceremony. For information, contact us at or (646) 868-8500.

MMI Annual Conference – Virtual Event Starts in October

2020 has been a year like no other – and this year’s Annual Conference will be unlike any MMI event you’ve ever attended. For all the obvious reasons, MMI has made the decision to host this year’s event virtually. Like you, we will miss the excitement and collegiality of getting together in person, but we’re leaning into our conference theme of Embracing Waves of Change

MMI-Cerulli Q2 2020 Advisory Solutions Data Available

MMI and Cerulli Associates announce the release of the Q2 2020 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry’s strong recovery during the second quarter from the COVID-19-induced market collapse. The report also examines the broadening of the managed accounts market to new types of advisors and clients – and the opportunities for asset managers, particularly in the RIA and bank channels.

MMI Launches Executive IQ

Designed for senior leaders, Executive IQ™ by Money Management Institute is an 18-month certification program that combines university-backed curriculum with real-world case studies from the industry’s most prestigious consultancies and Fortune 500 companies. Learn more.

2020 MMI Leadership Pathway Class Announced

MMI is pleased to welcome 50 exceptional individuals into its sixth Leadership Pathway class, making it the program’s largest class to date. Click here to see the accepted participants and join us in congratulating them and their firms!

Is Your Firm A Member?

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

If your firm is a member, you are eligible to receive member access to
MMI's website and subscribe to MMI emails.
Request access here.

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



MMI Partners

2020 Titanium Partner
2020 Platinum Partner
2020 MMI Cobalt Partner
2020 MMI Cobalt Partner
2020 Titanium Partner
2020 Platinum Partner
2020 MMI Cobalt Partner
2020 MMI Cobalt Partner