Past Events

Apr
20 - 21
2016

April 20-21, 2016 | Washington, DC
Marriott Marquis

Co-Chairs:
Ron Fiske, Managing Director, Envestnet
Brett Wright, Senior Vice President, Head of Third Party Distribution, Delaware Investments

Annual Conference

Mar
30
2016

Download Audio (MP3 - members only)
Download Presentation (PDF - members only)
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. 

Net Meetings

Feb
17 - 18
2016

February 17-18, 2016 | Palm Beach, FL
Eau Palm Beach

Co-Chairs: 
Marilee Ferone, Managing Director, Head of Advisory Programs, UBS Financial Services
Pete Thatch, Senior Vice President, Director of Retail Product Management & Strategy, Capital Group

Solutions Conference

Feb
17 - 18
2016

February 17-18, 2016 | Palm Beach, FL
Eau Palm Beach

Co-Chairs: 
Marilee Ferone, Managing Director, Head of Advisory Programs, UBS Financial Services
Pete Thatch, Senior Vice President, Director of Retail Product Management & Strategy, Capital Group

Sales & Marketing Leadership Summit

Jan
20
2016

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Download Presentation (PDF) 
The sophistication and frequency of cybersecurity attacks on financial services firms are on the rise, and addressing these threats is a major...

Net Meetings

Dec
11
2015

December 11, 2015 | New York, NY
Morgan Stanley Offices,1585 Broadway

MMI is pleased to announce that the final Investment Advisory Solutions Workshop of 2015 will take place on Friday, December 11th in New York at the Morgan Stanley offices located at 1585 Broadway.

Education

Nov
18
2015

November 18, 2015 at 12:00 PM ET | NetMeeting

Net Meetings

Nov
17
2015

November 17, 2015 | Toronto
St. Andrew's Club & Conference Centre

In increasingly challenging market conditions, manufacturers and distributors alike need to understand the critical factors driving change in our industry and learn about the new investment solutions being tested and launched.

The sixth MMI Toronto Wealth Management Summit featured a series of frank discussions about the road ahead...

Canadian Advisory Solutions

Oct
21 - 22
2015

October 21-22, 2015 | New York, NY
Grand Hyatt

Co-Chairs:
Roger Paradiso, MMI Governor and Treasurer
Robbie Cannon, President and Chief Executive Officer, Horizon Investments

Up Periscope:
Thriving in a Decade of Disruption

Solutions Conference