Money Management Institute

About

The Money Management Institute (MMI) is a membership association for the investment advisory solutions industry. Established in 1997, it offers membership at the corporate level and states that its member firms represent 95% of assets in the advisory solutions industry. Its offerings include conferences, member communities, regulatory monitoring and input, and professional development programmes such as Executive IQ and Leadership Pathway. MMI publishes the quarterly MMI-Cerulli Advisory Solutions data series. It also established the Gateway Foundation, a non-profit that works to engage underrepresented communities in the financial services industry.