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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?

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?

MMI Partners

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