NetMeetings

Mar
14
2018
MMI NetMeeting - Staying Ahead of the ETF Evolution

March 14, 2018 | NetMeeting

ETFs have rapidly gained popularity and are continuing to attract assets and evolve. And that should come as no surprise as they are marketed as an investment that offers individuals the chance to invest like the most sophisticated institutions in the world. This installment of the MMI NetMeeting series focuses on the latest trends and product development innovations impacting the ETF sector and explores where the industry goes from here.


Mar
6
2018
MMI NetMeeting - The Rewards and Challenges of Investment Advisory Programs in the Wealth Management Industry

March 6, 2018 | NetMeeting

The evolving nature of the wealth management industry makes the future of the business exceedingly difficult to predict. Unprecedented changes in technology, regulation, and client expectations are complicating the decision-making process for wealth management executives choosing how to invest limited resources to achieve the greatest return over the next three to five years.


Dec
6
2017
MMI NetMeeting - Critical Lifecycle Issues & Opportunities Facing Asset Management Firms

December 6, 2017 | NetMeeting

A recent study by MMI and rpmAUM, a strategic asset management consulting firm, gained unique insight on how a cross-section of domestic asset management firms are managing challenges and opportunities throughout different stages of their lifecycle - development, introduction, growth, and maturity.


This installment of the MMI NetMeeting series covers the report's key findings, including: 


Nov
15
2017
MMI NetMeeting - Investors First: Rebuilding the Advice Business Around Client Needs

November 15, 2017 | NetMeeting
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As investor demand evolves towards outcome-based services rather than investment performance, the tools and offerings that wealth and asset managers should develop to strategically position...


May
17
2017
Digital Consumers = Investors + Advisors: Getting Both Sides of the Equation Right

May 17, 2017 | NetMeeting
In an increasingly connected world, 'digital' has become a shorthand, catch-all phrase for a number of important elements in the transformation of the financial services industry as it drives toward a better future for both clients and advisors.


Apr
5
2017
MMI NetMeeting - Data Analytics: The Emerging Force in Financial Services

April 5, 2017 | NetMeeting 
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Hear a diverse panel of industry executives share their perspective on – and firsthand experience with – effective approaches to using data analytics and tools to view their businesses through a different lens.


Feb
15
2017
The CMO Challenge: Maximizing Brand Value

February 15, 2017 | MMI NetMeeting
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In an increasingly competitive marketplace, the marketing function is clearly emerging from the background and taking a more central role in the distribution efforts of wealth and asset management firms. 


Dec
13
2016
MMI All-Member Town Hall Web-Meeting

Watch the replay here. (Video - members only)
Listen in to hear Craig Pfeiffer and the MMI team review notable 2016 projects, major initiatives under way for 2017, and ways to get the most value from your firm's MMI membership.


Sep
28
2016
Liquid Alternatives: What Happened and What Comes Next

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Recent research from MMI and Dover Financial Research shows that investors pulled back from liquid alternatives in 2015 after several years of strong growth in the category.


Sep
14
2016
The Rise and Fall of New Funds: Why Some Succeed and Others Don't

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Morningstar's Quantitative Research team has identified some specific factors that help new funds succeed, as well as common pitfalls that hold them back.