Money Management Institute |

Connect. Know. Grow.

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

Opening Doors

Join us for a virtual happy hour on Wednesday, December 16 from 4:00 – 5:30 PM ET to support the Gateway Foundation and the work of MMI’s member firms to advance diversity, equity, and inclusion. Opening Doors symbolizes our shared objectives to welcome, educate, and advance people of color throughout the financial services industry.

New Resource Moves Investors from ESG Integration to Managing Systemic Risks

We are excited to announce our new co-publication, “Graduating from ESG to Systems,” with The Investment Integration Project, sponsored by High Meadows Institute and Thornburg Investment Management. It contains seven tailored scenarios to walk investors through the transition to system-level investing. View the report.

Troy Thornton Honored with 2020 MMI Leadership Award

Troy Thornton, Managing Director and Co-Head of U.S. Retail Distribution at Goldman Sachs Asset Management, has been awarded the prestigious 2020 MMI Leadership Award. The official recognition took place during the virtual MMI Annual Conference on Tuesday, October 13th. Learn more.

MMI/Barron’s Industry Awards Winners Announced

The Money Management Institute and Barron’s today announced the winners of the 2020 MMI/Barron’s Industry Awards at a special virtual ceremony during MMI’s 2020 Annual Conference. Now in its twelfth year, the Industry Awards recognize innovation and achievement in the investment advisory solutions industry over the past year.

MMI Launches Executive IQ

Designed for senior leaders, Executive IQ™ by Money Management Institute is an 18-month certification program that combines university-backed curriculum with real-world case studies from the industry’s most prestigious consultancies and Fortune 500 companies. 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

2020 MMI Leadership Pathway Seminar

December 1 & 3, 2020

Co-Chairs:
Brad Eisen, Senior Divisional Director, Salient
Ryan Logue, Manager, Business Development & Planning, Franklin Templeton Investments

Join us on December 1and 3 for the 2020 Leadership Pathway Seminar.

Key Initiatives

MMI Communities

Member Communities

Sustainable Investing Community

MMI Partners

2020 Titanium Partner

2020 Platinum Partner

2020 MMI Cobalt Partner