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

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-Cerulli Q2 2020 Advisory Solutions Data Available

MMI and Cerulli Associates announce the release of the Q2 2020 edition of Advisory Solutions Quarterly, which provides statistics on the managed accounts industry’s strong recovery during the second quarter from the COVID-19-induced market collapse. The report also examines the broadening of the managed accounts market to new types of advisors and clients – and the opportunities for asset managers, particularly in the RIA and bank channels.

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.

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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