Connect. Know. Grow.

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

MMI Summit 2021

Join senior executives from across the advisory industry for the leadership perspective and peer-to-peer discussions that are hallmarks of the MMI Summit. This year’s two-day event may be online, but expect the same energy, elevated content and speakers, and – most importantly – the “hallway conversations” and candid dialogue with industry peers that you’ve been missing. Learn more.

Chair and President’s Report Survey

To better serve you and your firm, we would like to know your top priorities for 2021. Please take a quick, two-question survey.

MMI Chair and President’s Report - January 2021

NOW AVAILABLE IN FLIP BOOK FORMAT! MMI is proud to share the annual MMI Chair and President’s Report. The report provides a summary of our initiatives undertaken in 2020, as well as a look ahead to this year’s enhancements and developments you can expect from MMI. New this year, the report includes a few short video highlights that you won’t want to miss.

MMI Re-Launches the Continuous Learning Center

The Money Management Institute is excited to announce the re-launch of our Continuous Learning Center (CLC) and a special introductory offer. This virtual and cloud-based learning platform now incorporates the best of digital programming across conferences, webinars, and formal educational courses created by MMI and in partnership with industry and learning leaders. Learn more.

Accepting Applications through March 26 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.

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 2021

Wednesday, April 21 and Thursday, April 22, 2021
Charged admission | Open to business leaders and senior executives at member firms | 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 News & Information

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Sustainable Investing Community

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

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