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.

MMI is driven by our promise of increasing connections, knowledge, and growth for our members. We are dedicated to fostering professional relationships, sharing experiences, and expanding the industry’s influence through advocacy and education. MMI offers premier professional development programs, specialized curriculums, and facilitates peer-to-peer connections through our communities and conferences. As part of our longstanding commitment to diversity and inclusion, the Gateway Foundation provides clear pathways to entry and career advancement in the financial services industry for historically excluded and underrepresented groups. MMI member firms include wealth manager, asset manager and solutions provider firms of all sizes and professionals representing all functional areas.

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