Wednesday, June 23, 2021 at 1 PM ET
Complimentary admission | Open to members only
The concept of a Unified Managed Household (UMH) has been around for decades, but making it real has proven difficult – until recently.
Join us on Wednesday, June 23 at 1:00 PM ET for a members-only MMI Webinar presented by the Technology & Digital Advice Community.
Monday, June 21, 2021 at 1 PM ET
Complimentary admission | Open to members only
June 16 & 17
Charged admission; Complimentary for Financial Advisors | Open to members and non-members
The historic age wave is rolling into retirement and looking for help. Industry leaders and top financial advisors have been working on solutions leveraging their skills and knowledge about financial wellness, FinTech and planning tools. See what they’ve been up to and get involved in the conversations.
March 24, April 28, May 26
Charged admission | Open to members and non-members | Press allowed
The COVID-19 pandemic and ensuing economic fallout have dramatically impacted the financial well-being of many individuals, increasing their need – and appetite – for professional guidance and defined outcomes. Is the Annuity & Insurance Solutions industry ready for the opportunity?
Thursday, April 29, 2021 at 12 PM ET | MMI Webinar
MMI & the Gateway Foundation are excited to launch a four-part webinar series, Industry Access, dedicated to promoting diversity and inclusion in the Investment Management Industry.
The first webinar in the series is designed for diverse college and university students looking to gain a better understanding of the Investment Management Industry, including Asset Management and Wealth Management.
On-Demand Sessions
Open to business leaders and senior executives and restricted to MMI members | Press allowed
Co-Chairs:
Kimberly Beck, Senior Vice President, Head of Wealth Marketing, Envestnet
Brendan Clark, Chief Executive Officer, Clark Capital Management Group
Accelerating Innovation
Tuesday, March 30, 2021 at 11:00 AM ET
Complimentary admission | Open to members and non-members | No press
The COVID-19 pandemic has dramatically impacted investor needs and expectations – and caused financial institutions of all types to rethink every aspect of how they attract, engage and service clients.
Thursday, March 25, 2021 at 11:00 AM ET
Complimentary admission | Open to members and non-members | Press allowed
In honor of Women’s History Month, we’ve assembled a panel of bold, innovative leaders who are making a big impact on the advisory industry today.
Tuesday, March 23, 2021 at 1:00 PM ET
Complimentary admission | Open to members and non-members | No press
Are you an asset management head of distribution, institutional or retail distribution leader, head of consultant relations, head of client service, single-family office or multi-family office professional, or alternative investment manager interested in building out an institutional or retail presence? DON’T MISS THIS COMPLIMENTARY VIRTUAL ROUNDTABLE!
Thursday, March 18, 2021 at 3:00 PM ET
Complimentary admission | Open to members and non-members | Press allowed
To understand the shifting dynamics and challenges that wholesalers face in building and sustaining advisor relationships, FUSE Research Network went straight to the source – sales professionals who are “carrying the bag.”
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