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Over the past decade, the asset and wealth management industries have invested heavily in data and analytics. But most firms are not yet taking full advantage of these tools and their capabilities to more effectively manage...
June 22, 2016 | New York
Morgan Lewis offices
In a year of intensifying regulatory activity, MMI’s annual Legal & Compliance Seminar is a true must-attend event. With only 75 seats available, the Seminar is expected to sell out quickly.
May 25, 2016 | New York
The Yale Club
With the benefit of seven weeks to review and analyze the final release, this Forum will allow senior business leaders to engage in deeper discussions with subject matter experts and fellow industry executives. The sessions will be highly interactive, providing attendees the opportunity to gain insights and practical perspective, share best practices, and raise specific questions.
May 5, 2016 | New York
The Yale Club
April 20-21, 2016 | Washington, DC
Ron Fiske, Managing Director, Envestnet
Brett Wright, Senior Vice President, Head of Third Party Distribution, Delaware Investments
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In this MMI members-only NetMeeting, we examine how robo advisors are disrupting the financial services industry. We also discuss the key elements of digital advice that have made robo advisors so compelling.