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.

MMI Selects D2L’s Brightspace Platform as its LMS

MMI announced that it selected D2L’s Brightspace platform as the learning management solution to power its Continuous Learning Center, deliver learning programs, online curricula and continuing education offerings. The platform was chosen because of its ability to scale, ease of customization for each end user, strong reporting capabilities and many advancements in learning design and delivery. Learn more.

MMI-Cerulli Q4 2020 Advisory Solutions Data Available

MMI and Cerulli Associates announce the release of the Q4 2020 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry’s continued rebound during the fourth quarter from the COVID-19-induced market collapse. The report also examines the ongoing tug-of-war between advisors and home offices over advisor discretion – and how sponsor firms are focusing on helping advisors become more effective portfolio managers.

ALERT: Scholarships Available for Diverse Executive IQ Candidates

The Gateway Foundation is providing scholarships to qualified, diverse applicants that are interested in Executive IQ. Learn more.

New Edition of the MMI Journal of Investment Advisory Solutions – Now Available

MMI is pleased to announce the First Quarter 2021 edition of the MMI Journal of Investment Advisory Solutions, which addresses these areas – the “next” normal, the acceleration of digitalization, the continued evolution of ESG investing, and other thought-provoking topics of special interest to the investment advisory community.

Career Ready at Every Stage

With MMI’s reimagined Continuous Learning Center, expanding industry knowledge has never been easier. Education and professional development opportunities can help you learn skills, expand knowledge, and develop your career. Learn more.

Accepting Applications for Executive-Level Certification Program

Limited to select leaders, this exclusive 15-month certiﬁcation combines university-backed curricula with real-world case studies from the industry’s most prestigious consultancies and Fortune 500 companies. The program makes the industry the classroom, and every participant’s experience an essential part of the course. Learn more.

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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.

Featured Event

MMI Summit 2021

Wednesday, April 21 and Thursday, April 22, 2021
Charged admission | Open to business leaders and senior executives and restricted to MMI members | Press allowed

Co-Chairs:
Kimberly Beck, Senior Vice President, Head of Wealth Marketing, Envestnet
Brendan Clark, Chief Executive Officer, Clark Capital Management Group

Accelerating Innovation

Key Initiatives

MMI Communities

Member Communities

Sustainable Investing Community

MMI Partners

2021 Titanium Partner

2021 Platinum Partner

2021 MMI Cobalt Partner