Money Management Institute |

Connect. Know. Grow.

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

2021 MMI/Barron’s Industry Awards – Finalists Announced

MMI is pleased to announce the finalists for the 2021 MMI/Barron's Industry Awards. Congratulations to the finalists and all the firms that were nominated! View the complete list of finalists here. The Award Winners will be announced during a special MMI/Barron’s Industry Awards Ceremony in early November. The date will be announced shortly. We hope you will be able to join us!

Hiring Now: Operations 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.

2021 MMI Annual Conference - Registration Now Open

Join us October 20-28 for MMI’s 2021 Annual Conference. Now in a virtual format, this year’s event will bring together the business executives, innovators, and thought leaders driving the accelerated transformation taking place in the investment advisory arena. Learn more.

AchieveNEXT Wealth & Asset Management Industry DEI Outlook Briefing

MM recently partnered with AchieveNEXT -- the leading provider of Peer Advisory Networks and Talent Performance Solutions for mid-market leaders, their teams, and enterprises -- to release the Wealth & Asset Management Industry Diversity, Equity and Inclusion Outlook Briefing. Using the data captured from over 60 executives in the industry, the report reveals a large gap between leaders' perception of their own progress on issues of diversity, equity, and inclusion and actual level of performance in the industry.

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.

MMI Polls

There has been a big shift toward values-based investing since the onset of the pandemic. Have you integrated values-based investing into your investment strategy?

Featured Event

2021 MMI Annual Conference

October 20-28, 2021
Charged admission | Open to members and non-members | Press allowed

Co-Chairs:
Tom Sholes, Chief Strategy Officer, Managing Director, BNY Mellon | Pershing
Lily Trager, Director of Investing with Impact, Head of Impact Solutions, Morgan Stanley

SHAPING THE FUTURE TOGETHER

Key Initiatives

Industry Job Board

Strategic Initiative Product Manager - Investment Advisory

Edward Jones

Product Manager

Edward Jones

Summer 2022 Intern

abrdn

Director, Income Solutions Product Platforms

Charles Schwab & Co.

MMI Partners

2021 Titanium Partner

2021 Platinum Partner

2021 MMI Cobalt Partner