MMI Webinar: The New Normal: Wealth Management in a Post-Pandemic Landscape

Thursday, November 4, 2021 at 1:00 PM ET
Complimentary admission | Open to members and non-members | Press allowed

Join us for an MMI Webinar presented by the MMI Distribution & Sales community. Drawing on insights from its fourth annual Distribution Study produced in partnership with MMI, Casey Quirk examines key trends across retail distribution in the wealth management industry. The discussion focuses on how these trends have been impacted by the COVID-19 pandemic and what the industry may look like in a post-pandemic landscape.

Topics include:

  • Benefits and challenges that have emerged from forced virtualization
  • Continued evolution of advice and long-term disruptors of the wealth management landscape
  • How retail distribution leaders will need to respond to compete in a more digital, tech-enabled environment

Introduction:
Arlen Oransky, SVP, Chief Membership Officer, MMI

Presenters:
Tyler Cloherty, Managing Director, Head of the Knowledge Center, Casey Quirk by Deloitte
Erin Li, Manager, Casey Quirk by Deloitte

Duration
50 minutes (including time allocated for Q&A)

CE Credits:
Investments & Wealth Institute® has accepted the MMI Webinar: The New Normal: Wealth Management in a Post-Pandemic Landscape for 1.0 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

Please contact MMI with any questions at (646) 868-8500 or events@mminst.org.