Welcome to MMI

Advancing the Future of Investment Advice and Solutions

MMI Career Connect

Visit the new site for member firms and job seekers

Leadership Pathway - 2024 Class

View the newly accepted members

Featured

Awards

MMI/Barron's Industry Awards Winners Announced

Professional Development

Executive IQ Wins Four More Brandon Hall Group™ Awards

Awards

MMI Honors iCapital's Lawrence Calcano with 2024 Industry Leadership Award

Awards

Thrive Brand Honored with Graphis Design Award

Diversity, Equity & Inclusion

MMI is committed to accelerating the progress of diversity, equity & inclusion in the financial services industry in collaboration with our member firms, via our DE&I Community, and through the Gateway Foundation.

The Gateway Foundation is a non-profit organization established by MMI to engage underrepresented communities in the financial services industry. We are clearing the path for a more inclusive future through our strategic initiatives, Opening Doors Events, Awards, Fundraising, MMI Career Connect and by fostering industry dialogues with leading voices for change.

Strategic Priorities

MMI is advancing the industry and helping member firms to connect, know and grow. Our strategic priorities help progress our mission.

Connect

Know

Grow

Professional Development

MMI’s innovative Professional Development Programs are driving industry preparedness by combining effective learning with real-world applications. Our ‘career ready at every stage’ approach provides level-appropriate curricula from emerging talent to senior leadership.

Learn More

Latest Insights

Press Releases

MMI Announces Winners of the 2024 MMI/Barron’s Industry Awards

NEW YORK, NY – October 17, 2024 – The Money Management Institute (MMI) has annou

October 17, 2024

Report/Research

MMI-Cerulli Q2 2024 Advisory Solutions

The newest edition of MMI-Cerulli Advisory Solutions Quarterly, with data through 6/30/2024, is now

October 15, 2024

Press Releases

Wealth Managers Call on Asset Managers to Bolster Product Specialist Talent, New MMI-Broadridge Survey Reveals

NEW YORK, NY, October 15, 2024 – As asset managers rapidly expand their lineup o

October 15, 2024

Advisory Insights

MMI Advisory Insights featuring SMArtX Advisory Solutions’ Dan Phillips and Dave Robinson

Portfolio Base Building

October 03, 2024

Craig Pfeiffer

Money Management Institute

Discusses what the future holds at MMI including conferences and events, communities, professional development, thought leadership, industry advocacy, and engagement.

Watch Now!

Eric Koestner

Edwards Jones

Discusses how corporate leaders are leveraging these programs and the impact these programs have had on their firm’s participants.

Watch Now

Being a part of MMI has provided the single most impactful opportunity to grow and learn outside of my firm. I have built connections and an amazing network of people in our industry that have helped me develop both professionally and personally. MMI's commitment to continuing education is unmatched in the benefit it brings to our communities of like-minded professionals.

Head Practice Management, Private Wealth

MMI Partners

2024 Titanium Partner

2024 Platinum Partner

2024 Platinum Partner

2024 Cobalt Partner

2024 Cobalt Partner

Access Member Benefits

MMI membership is at the corporate level and if your firm is a member, you are eligible to access MMI's exclusive member-only events, publications and more.

Check if your firm is a member.

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If your firm is listed, click the register button to create your account. Don't see your firm's name listed? Click here to learn more about MMI's Member Benefits.