Money Management Institute |

Connect. Know. Grow.

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

We're Hiring!

MMI has an open position for a Marketing Associate to join our marketing team. If you have strong digital communications and project management skills, excellent writing, attention to detail and want to be a part of a growing and dynamic environment, we want to hear from you. Learn more and apply here.

Follow The Gateway Foundation on LinkedIn

The Gateway Foundation by Money Management Institute 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 Opening Doors Awards

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 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 – Calling all industry business leaders! Register today for MMI's annual leadership event

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.

Apply Now for Executive IQ's 2023 Cohort

Executive IQ by Money Management Institute is an award-winning program for today’s leaders in the investment services industry, to gain the skills needed to advance their careers and their organizations. Applications for the 2023 cohort are being accepted through March 31^st. Nominate someone on your team or apply here.

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 Relations, Envestnet
Brian Schappert, SVP, Co-Head of US Intermediary Distribution, American Century Investments

Key Initiatives

Industry Job Board

Institutional Client Services Associate

BNY Mellon

Senior Specialist, Accounting

BNY Mellon

Director, Wealth Advisory

Principal Asset Management

Sr. Business Systems Analyst

Federated Hermes

MMI Partners

2023 Titanium Partner

2023 Platinum Partner

2023 Cobalt Partner