Connect. Know. Grow.

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

MMI is Hiring

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 Event and Programming Associate.

2020 MMI Leadership Pathway Class Announced

MMI is pleased to welcome 50 exceptional individuals into its sixth Leadership Pathway class, making it the program’s largest class to date. Click here to see the accepted participants and join us in congratulating them and their firms!

MMI Annual Conference Update – Virtual Event Starts in October

2020 has been a year like no other – and this year’s Annual Conference will be unlike any MMI event you’ve ever attended. For all the obvious reasons, MMI has made the decision to host this year’s event virtually. Like you, we will miss the excitement and collegiality of getting together in person, but we’re leaning into our conference theme of Embracing Waves of Change.

 

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 NetMeeting - Increasing Investor Engagement and Advisor Adoption Through Household-Smart Solutions

August 6, 2020 | MMI NetMeeting
12:00 PM ET

The next wave of advisory innovation is well underway as firms focus on ways to increase investor engagement and advisor adoption. Their efforts center around coordinating advisory solutions, innovative annuity structures, and advanced technology to create an intuitive, graphic experience for both investors and advisors to manage household portfolios.

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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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