Money Management Institute |

Connect. Know. Grow.

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

New Advisory Solutions Research from MMI and Aon – Key Findings and Member-Only NetMeeting

Surprising gaps between client expectations and firm delivery continue to challenge the wealth management industry and inhibit client value. New proprietary research from MMI and Aon – entitled Advisory Solutions: Expectations and Experiences – debunks persistent myths about client attitudes and delves into these gaps, which are being amplified by the COVID-19 crisis. Learn more.

Election of New Officers, Executive Committee Members, and Firms to the Board of Governors

MMI announced the election of its new Officers and Executive Committee Members for 2020‐2021, as well as five additions to its Board of Governors. Read more here.

The New Paradigm for Distribution Success: MMI Virtual Event Series for Distribution Professionals

This special virtual series will address the issues most important to distribution teams today – from staying connected to each other and their clients to collaboration, new technologies, and leveraging data. You will hear insights from industry leaders and experts on the longer-term impact of the pandemic on distribution practices and planning for future success. Learn more and register today.

Guide to Working Remotely

The MMI Board of Governors and the management team continue an active dialogue about the current environment and adding value to membership with timely programming. As a part of this effort, MMI recently surveyed a subset of our members to capture tips for working remotely. While there have been many media writings on this topic, we hope this compilation shares one or two more that are helpful to you. Click here for the guide.

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.

Featured Event

MMI Summit 2020

A Virtual Experience

Co-Chairs:
Eric Koestner, Principal, Packaged Products, Edward Jones
Sue Thompson, Executive Vice President, Head of SPDR Americas Distribution, State Street Global Advisors

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