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

MMI Polls

We want to hear from you! MMInst.org now features polls that will address current topics of interest. This week’s question addresses building and fostering an inclusive work environment. How effective have your firms' leaders been in communicating their D, E, & I objectives? Scroll down and let us know.

Money Management Institute and FS Investments Deepen Commitment to Financial Literacy

MMI announces a significant sponsorship from FS Investments enabling MMI’s Gateway Foundation to expand its financial literacy programming in local communities. Learn more.

Select your firm's candidate for the 2021 Leadership Pathway Class

Now entering its 7th year, Leadership Pathway is designed to recognize and nurture the next generation of investment advisory solutions industry leaders through a structured curriculum of learning and networking opportunities. Each firm is permitted to nominate one candidate with 5 - 10 years of industry experience. Applications will be accepted from June 1st to June 21st.

Hiring Now: Membership Services Associate

MMI is looking for a qualified candidate to fill an open position in its New York City office. Click here to read the job description for the position of Membership Services Associate.

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.

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
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Request access here.

If your firm is not a member, learn more here.

 

 

MMI Polls

While there is no question that a more inclusive work environment is desirable, diversity and inclusion strategies are only as effective as those who champion them. How effective have your firms' leaders been in communicating their D, E, & I objectives?

While there is no question that a more inclusive work environment is desirable, diversity and inclusion strategies are only as effective as those who champion them. How effective have your firms' leaders been in communicating their D, E, & I objectives?

Featured Event

2021 MMI Alternative Investments Forum

July 14 & 15 | Virtual 
Charged admission | Open to members and non-members | Press allowed

Co-Chairs:
Sheila Rapple, Managing Director, Global Head of Investor Services, Private Wealth Solutions, Blackstone
Lina Rubin, Managing Director, Chief of Staff, Wealth Management USA, UBS

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2021 MMI Cobalt Partner
2021 Titanium Partner
2021 Platinum Partner
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2021 MMI Cobalt Partner
2021 MMI Cobalt Partner
2021 MMI Cobalt Partner
2021 MMI Cobalt Partner

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