Money Management Institute
Money Management Institute is the industry association representing financial services firms that provide financial advice and investment advisory solutions to investors. Founded in 1997, MMI is changing the way financial challenges are solved. The institute helps create, restore, and maintain a life of financial wellness through empowered choices. 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.
ABOUT MMI
MMI is the leading voice for the global financial services organizations that provide advice and professionally-managed investment solutions to individuals and institutional investors.
MMI provides a platform for industry leaders to address common concerns, discuss issues, and collaborate to better serve investors.
The institute is dedicated to fostering professional relationships, sharing experiences, and expanding the industry's influence through advocacy and education.
MMI members are the wealth managers, asset managers, and solutions providers that are shaping the future of investment advice.
CORE EXPERTISE
MMI supports investment management firms in providing tailored financial advice and solutions to investors.
Industry Research and Insights.
The institute conducts extensive research and provides insights into market trends, regulatory changes, and industry best practices.
Education and Professional Development.
The institute offers educational programs, certifications, and professional development resources.
Regulatory Advocacy.
MMI advocates on behalf of the financial services industry to ensure the development of effective regulations that support both firms and investors.
Networking and Collaboration.
Through events like its annual conferences, MMI creates opportunities for professionals across the wealth management sector to network, share ideas, and collaborate.