Uniting and Educating the Industry

MMI hosts a robust calendar of conferences and events each year to help members connect and keep abreast of the latest industry developments and trends. In addition to our marquee multi-day conferences—the Sales and Marketing Leadership Summit, the Annual Convention, and the Fall Solutions Conference—we offer one-day forums and seminars that focus on specific topics such as alternative investments, compliance and legal issues, technology and operations, retirement solutions, and best practices for emerging managers. MMI conferences address a wide range of topics and are targeted to different constituencies within the membership base. Whatever your job function or area of responsibility, you are likely to find an event that is tailor-made for you.

MMI also conducts regular Net Meetings—webcasts open exclusively to member firms—that provide another venue for members to learn about important industry topics and participate in Q&A sessions with the expert speakers and colleagues from other firms. In addition, MMI hosts regional one-day Advisory Solutions Workshops designed to provide employees of member firms with a broad overview of the managed solutions industry. These Workshops are delivered by industry veterans and senior business leaders in a small, highly interactive format and provide a cost-effective way for member firms to educate employees new to advisory solutions.

Member Benefits

MMI’s value proposition to our member firms is encapsulated in our tag line of Connect. Know. Grow.

MMI is the national organization for the advisory solutions industry, representing asset management firms, sponsors of investment advisory programs, and service providers. MMI provides a forum for the industry's leaders to address issues and better serve investors. 

MMI News

Money Management Institute (MMI) is the leading voice for the global financial services organizations that provide advice and professionally-managed investment solutions to individual and institutional investors. Through industry advocacy, educational initiatives, regulatory affairs, publications, data reporting and professional networking, MMI supports and advances the growth of advisory solutions. Visit the MMI News and Information Blog to see what's new.