About MMI

Established in 1997, the Money Management Institute (MMI) is the industry association representing financial services firms that provide financial advice and investment advisory solutions to investors. Through conferences, educational resources, and thought leadership, MMI facilitates peer-to-peer connections, fosters industry knowledge and professionalism, and supports the development of the next generation of industry leadership. MMI member firms are dedicated to helping individual and institutional investors, at every level of assets, plan for and fulfill their financial goals.

Download more information about MMI here.


Members Access

The Members version of the MMI website is where you can access information and resources that are provided exclusively for use by MMI member firms. Log in to access a variety of proprietary, members-only publications, including:

- industry data summaries
- in-depth research and analysis
- white papers on emerging trends
- interviews with industry thought leaders