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.

MMI-Cerulli Q3 2020 Advisory Solutions Data Available

MMI and Cerulli Associates announce the release of the Q3 2020 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry’s continued rebound during the third quarter from the COVID-19-induced market collapse. The report also examines the hot topic of direct indexing – and whether customized, indexed separately managed accounts (SMAs) represent the next stage in the development of the SMA product category or an overhyped fad.

MMI Re-Launches the Continuous Learning Center

The Money Management Institute is excited to announce the re-launch of our Continuous Learning Center (CLC) and a special introductory offer. This virtual and cloud-based learning platform now incorporates the best of digital programming across conferences, webinars, and formal educational courses created by MMI and in partnership with industry and learning leaders. Learn more.

Money Management Institute Honors Exceptional Social Justice Efforts with the Inaugural Opening Doors Awards

The Money Management Institute (MMI) is pleased to announce the recipients of its inaugural Opening Doors Awards, which recognize and celebrate outstanding efforts in advancing diversity, equity and inclusion. The recipients were announced yesterday, during the Opening Doors event. View the full list of recipients here.

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.

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Featured Event

Women in Distribution Symposium

January 21 & 22, 2021

Co-Chairs:
Karen Lutomski, Managing Director, Co-Head Private Wealth, U.S. Wealth Advisory Group, Nuveen
Anne Steer, Head of Distribution, Congress Asset Management

Executing A Vision for Success

Key Initiatives

MMI Communities

Member Communities

Sustainable Investing Community

MMI Partners

2020 Titanium Partner

2020 Platinum Partner

2020 MMI Cobalt Partner