Money Management Institute |

Connect. Know. Grow.

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

MMI Advisory Insights Featuring Sean Murray and Scott Buffington of Envestnet

Envestnet’s Head of Retirement, Sean Murray, and Principal Director, Scott Buffington, discuss integrating retirement plan data into the 401kplans.com digital marketplace to bring efficiency to retirement plan due diligence and ease the adoption of fiduciary services.

Follow The Gateway Foundation on LinkedIn

The MMI Gateway Foundation looks to create meaningful change in the financial services industry by advancing diversity, equity, and inclusion. Stay up to date on the various efforts to increase access to financial literacy, industry awareness and job readiness, and professional development opportunities by following Gateway on LinkedIn!

Submit Nominations for the 2023 Opening Doors Awards by 3/1

Opening Doors aims to clear a path for the next generation of historically underrepresented professionals, leaders, and innovators in financial services. MMI is excited to announce that nominations are now open for the 2023 Opening Doors Awards - honoring role models and trailblazers inspiring positive change in the industry. Submissions are due by March 1, 2023. Learn more.

2023 MMI Summit – Save with Early Bird Pricing Through 2/24

MMI’s marquee annual leadership event, the Summit brings together the investment advisory industry’s senior business leaders from asset managers, wealth managers, and solutions providers. Join us on March 29-30 in St. Petersburg, FL for two days of elevated perspective, thought-provoking insights, and lots of dedicated time for small group, peer-to-peer discussions. Act now and save with early bird pricing. 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

2023 MMI Summit

March 29-30, 2023 | St. Petersburg, FL
Charged admission | Open to members only | Closed to media

Co-Chairs:
Jean Heath, Principal Director, Asset Management Relationships, Envestnet; Chair, Envestnet Institute on Campus
Brian Schappert, SVP, Co-Head of US Intermediary Distribution, American Century Investments

Key Initiatives

Industry Job Board

Equity Research Intern

Wedbush Securities

Corporate Recruiter

Wedbush Securities

Principal, Risk - Program and Project Management

BNY Mellon

Specialist, Business Planning and Analysis

BNY Mellon

MMI Partners

2022 Titanium Partner

2022 Platinum Partner

2022 Cobalt Partner