MMI Webinar: 2025 Investment Advisory Pulse Survey: Key Findings
November 21 , 2025
2:00 PM ET
In conjunction with
Complimentary admission
Open to MMI members only
Press prohibited
The Investments & Wealth Institute® has accepted the MMI Webinar: 2025 Investment Advisory Pulse Survey: Key Findings for 1 hour of CE credit towards CIMA®, CPWA®, CIMC®, and RMA® certifications. The relevant approval code(s) will be shared with attendees after the event.
Overview
Member insights on trends driving change across investment advice.
Learn what your fellow members think about the key business outlook, distribution, and product issues that are shaping the current and future state of the investment advisory industry.
Join us for an enlightening discussion that will highlight key findings from the recent MMI Investment Advisory Pulse Survey.
Hear where there is alignment – or gaps – in how asset and wealth managers view the:
- Biggest challenges to their business
- Product categories most likely to drive future asset growth
- Headcount areas where they plan to invest more – and less
- The productivity and efficiency gains they are seeing from Artificial Intelligence
This webinar will be recorded. Even if you cannot attend live, please register so we can notify you when the replay is available.
Introduction
Joan Lensing
Executive Vice President, Chief Programming Officer
MMI
Speakers
Tim Kresl
Managing Principal, Head of U.S. Client Success
Broadridge
Ashley Wood
Managing Principal, Data and Analytics
Broadridge