Annual Convention

2016 Annual Convention

Wed, 04/20/2016 - Thu, 04/21/2016
Event subsection: 
April 20-21, 2016 | Washington, DC
Marriott Marquis
Ron Fiske, Managing Director, Envestnet
Brett Wright, Senior Vice President, Head of Third Party Distribution, Delaware Investments

More info coming soon.

2015 MMI Annual Convention

Wed, 04/22/2015 - Thu, 04/23/2015

April 22-23, 2015 | Charlotte, NC
The Westin Charlotte

Michael Lewers, Managing Director, Head of Client Engagement and Training, BlackRock
Jeffrey Wilk, Head of Wealth Management Platforms, MetLife Securities, Inc., U.S. Retail - MetLife


2014 Annual Convention

2014 Annual Convention
Mon, 03/31/2014 - Wed, 04/02/2014

March 31 - April 2, 2014 |
Hilton New York, New York, NY.


David Berkowitz, President, Lincoln Financial Network

Larry Sinsimer, Senior Vice President, Practice Management, Fidelity Investments

Re-Engineering Managed Solutions and Client Relationships to Optimize Outcomes

Platinum Sponsor:

More Information: 

Silver Sponsors:

Silver Sponsor Charles River

Silver Sponsor Fiserv

Silver Sponsor Vestmark

MMI 2013 Annual Convention

Mon, 04/22/2013 - Wed, 04/24/2013

One thing is clear in early 2013: the financial services industry continues to evolve—and rapidly. There is no standing still, little solid ground, and no room for complacency. In this highly dynamic environment, a firm’s willingness and ability to change will determine its success, and perhaps its very survival.  On April 22–24 the 2013 MMI Annual Convention was held in New York—a three-day exploration of the changes occurring in our industry, their implications for the way we do business, and how they are shaping the future of advisory solutions.

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