The sold-out 2017 MMI Sales & Marketing Leadership Summitdrew 245 attendees to West Palm Beach on March 21-22. Program sessions focused on the major trends reshaping the delivery of financial advice and how they are driving new paradigms in sales, marketing and business practices. Here’s a quick recap of some of the highlights.
In this opinion piece, which appears in the April 10, 2017 edition of InvestmentNews, MMI President and CEO Craig Pfeiffer argues that the industry needs to rethink entry-level preparation and early-career experiences with associate/resident-type programs to attract millennials to pursue a career in financial services.
As MMI marks its 20th Anniversary this year, our mission remains the same as in 1997 – to enable, facilitate, and shepherd the growth of investment advisory solutions. We are pleased to welcome BNY Mellon as our exclusive Titanium Partner for 2017. This strategic partner sponsorship distinctly recognizes BNY Mellon’s significant commitment, financially and emotionally, across MMI’s programs.
MMI is pleased to introduce a streamlined version of MMI Central, our flagship quarterly data summary. Therefreshed version of MMI Centralpresents a quick, easily digested overview of the Investment Advisory Solutions space in an executive summary format.
In this opinion piece, which appeared in the DealBook section of NYTimes.com on February 16, 2017, MMI President and CEO Craig Pfeiffer discusses the once-in-a-generation convergence of trends that are transforming the delivery of financial advice to individual investors.
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.