Money Management Institute

Founding Date

Money Management Institute is the industry association representing financial services firms that provide financial advice and professionally-managed investment advisory solutions to investors. Through conferences, educational resources, and thought leadership, MMI facilitates peer-to-peer connections, fosters industry knowledge and best practices, and supports the evolution and professionalism of the investment advisory industry. MMI member firms are dedicated to helping investors plan for and fulfill their financial and life goals.

The Members version of the MMI website includes:

  • Industry data summaries

  • In-depth research and analysis

  • White papers on emerging trends

  • Interviews with industry thought leaders

MMI offers:

  • Conferences & Events

  • Membership Communities

  • Education & Professional Development

  • Analysis & Insights

  • Diversity & Inclusion

  • Industry Presence & Advocacy