Since 1997, the Money Management Institute (MMI) has served as the collective voice of the investment advisory solutions industry. Over the years, MMI has built a robust platform of events, leadership development programs, and communities designed to foster genuine connections and the open exchange of ideas.
Our Mission
To foster a thriving ecosystem of meaningful relationships and real exchange.
Our Vision
To be a catalyst for transformative conversations
and industry progress for our membership.
MMI Overview
For over two decades, MMI has fostered a vibrant community of member firms and professionals across the advisory ecosystem, united by a shared commitment to connection, innovation, and industry progress.
Member Firms
Our members collectively represent 95% of assets in the advisory solutions industry, ranging from global institutions to thriving midsized and smaller firms across a variety of services and specialties.
Members
MMI’s member network includes thousands of professionals across roles and career stages, spanning the full advisory landscape from senior leaders to emerging innovators and new entrants.
Years of Leadership
Established in 1997, we are proud to celebrate over 25 years at the forefront of the industry’s evolution, championing a community for firms navigating change and advancing the future of investment advice together.
OUR VALUES
Participate with Intent.
Solve Together.
Think Forward
Tap into everything MMI offers, including:
HEAD OF FUND DISTRIBUTION, ASSET MANAGER
The MMI has tremendous resources. The networking at the MMI Annual Conference is outstanding, offering an opportunity to connect with industry peers and learn best practices. The MMI communities are built around different job functions within organizations, fostering relationships and collaboration. We have sent high-potential employees to the Executive IQ and Leadership Pathway professional development programs, and they genuinely appreciate our investment in their growth.
SENIOR DIRECTOR, WEALTH MANAGER
The power of MMI events isn’t just about what’s on the agenda—it’s about who’s in the room. People show up because they know the conversations will be meaningful, and there’s real opportunity to build lasting relationships.
HEAD OF PRACTICE MANAGEMENT, PRIVATE WEALTH
Being a part of MMI has provided the single most impactful opportunity to grow and learn outside of my firm. MMI’s commitment to continuing education is unmatched in the benefit it brings to our communities of like-minded professionals.
READY TO ACTIVATE YOUR MEMBERSHIP?
As a member, you gain access to exclusive insights and resources created to help you and your organization advance the industry. From members-only research and data to conferences, communities, and professional development programs, MMI connects you with the people, ideas, and opportunities shaping the future of investment advice.
Log in to access members-only content on the MMI website, including:
- Industry data summaries
- In-depth research and analysis
- White papers on emerging trends
- Interviews with industry thought leaders
Contact Us
Joel Schiffman
Executive Vice President
Director of Thrive
Co-Head of Membership Services