MMI Webinar: Key 2026 Product Development Trends
February 26 , 2026
12:00 PM ET
Complimentary admission
Open to MMI members only
Press prohibited
The Investments & Wealth Institute® has accepted the MMI Webinar: Key 2026 Product Development Trends 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
Sponsored by the MMI Advisory Products & Solutions Community
Product development teams were busy in 2026 as a transformed political and regulatory environment led to an accelerated timeline on key initiatives. Join industry experts for a timely conversation on the key opportunities shaping the year ahead, including active ETFs and ETF share class products, SMAs, private markets, and tokenization.
During this webinar, we’ll explore:
- Active ETFs, which continue to gain traction with advisors and remain top of mind for asset managers. ETF share classes will also be in focus as firms evaluate potential launches in 2026.
- Tax optimization, as advisors increasingly turn to SMA solutions such as direct indexing and tax-managed equity long/short SMAs.
- Expanding private capital solutions, including semi-liquid products like interval funds, and how asset managers are streamlining delivery through alternative asset allocation models.
Introduction
Ken Bossen
Executive Vice President
Co-Head of Membership Services
MMI
Moderator
Daniil Shapiro
Director
Product Development
Cerulli Associates
Speakers
Alex Morris
Co-Founder
Chief Executive Officer
F/m Investments
Brent Sullivan
Editor in Chief
Tax Alpha Insider
Vivian Sze
Principal
Global Product Strategy
Apollo Global Management
