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.

Next Chapter Virtual Conference - June 16-17

The historic age wave is rolling into retirement and looking for help. Industry leaders and top financial advisors have been working on solutions leveraging their skills and knowledge about financial wellness, FinTech and planning tools. Sponsored by MMI, Financial Advisor and The Execution Project, the Next Chapter team invites you to join them in the discussion. Learn more.

MMI Announces New Officers, Executive Committee Members, and Governors

MMI is proud to announce the election of its new Officers and Executive Committee Members for 2021‐2022, as well as five additions to its Board of Governors. Learn more.

MMI Launches Executive IQ

MMI is excited to launch the MMI Executive IQ program today, April 28th, with the University of Virginia Darden School of Business, Microsoft, and PwC! Over 60 executives from leading organizations in wealth management, asset management, and fintech will be part of the inaugural cohort.

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.

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 Annuity & Insurance Solutions Roundtable Series

March 24, April 28, May 26
Charged admission | Open to members and non-members | Press allowed

The COVID-19 pandemic and ensuing economic fallout have dramatically impacted the financial well-being of many individuals, increasing their need – and appetite – for professional guidance and defined outcomes. Is the Annuity & Insurance Solutions industry ready for the opportunity?

Key Initiatives

MMI Communities

Member Communities

Sustainable Investing Community

MMI Partners

2021 Titanium Partner

2021 Platinum Partner

2021 MMI Cobalt Partner