MMI’s focus is to facilitate, enable and shepherd industry leadership and growth. We help member firms to CONNECT, KNOW and GROW by providing a broad range of member benefits and services.
Diversity, equity, and inclusion (DE&I) is integrated in each of our strategic priorities, so that we may accelerate the progress of increasing representation and participation of underrepresented communities in financial services. We do this through education, talent sourcing, culture, and community. Our Gateway Foundation and Opening Doors are just part of our efforts toward creating a more inclusive and equitable industry.
Connect
MMI helps out members to connect by engaging with counterparts at other firms and sharing knowledge and information. We do this by delivering industry-leading conferences and events that foster industry knowledge and facilitate peer-to-peer connections.
- Major Conferences
- Thematic Events
- Executive Roundtables
- Webinars
Member Communities focus on specific interests and give members the opportunity to make connections with like-minded professionals.
- 11 Communities
- Engage with Industry Counterparts
- Discuss Common Issues & Challenges
- Networking
- Idea Sharing
Know
MMI helps our members to know by expanding their industry knowledge and understanding of key trends. We do this by fostering the development of professional skills and credentials through online courses and professional development programs.
- Continuous Learning Center
- Executive IQ® by Money Management Institute
- Leadership Pathway
- Academy
MMI develops, curates and presents insightful analysis and thought leadership from trusted industry experts.
- MMI-Cerulli Advisory Solutions Data
- MMI Journal of Investment Advisory Solutions
- Topical Research Reports
Grow
MMI helps our members to grow by advancing the future of the industry and representing the advisory industry and by identifying and addressing common challenges. This is possible by advancing industry dialogue and representing the investment advisory industry to key audiences and stakeholders.
- MMI/Barron's Industry Awards
- Regulatory Monitoring & Input
- Advancing Industry Dialogue
- Industry Excellence & Achievement Recognition
- Next Generation Engagement
