MMI Webinar: State of the U.S. Asset & Wealth Management Industries
March 19 , 2025
11:00 AM ET
In conjunction with
Complimentary admission
Open to MMI members and non-members
Open to press
The Investments & Wealth Institute® has accepted the MMI Webinar: State of the U.S. Asset & Wealth Management Industries for 1 hour of CE credits towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. The relevant approval code(s) will be shared with attendees after the event.
Overview
Gain insights on key trends shaping U.S. asset and wealth management.
MMI and Cerulli are pleased to present an ongoing webinar series focused on the most important trends shaping the U.S. asset and wealth management industries. Dedicated to providing you with tangible insights to develop and sharpen strategic business decisions, each session will cover macro- and micro-level trends impacting growth and addressability.
Join us for the series kickoff on Wednesday, March 19, for a one-hour discussion focused on how the U.S. retail and institutional markets fared in 2024 and Cerulli’s outlook in 2025. We will cover the most pressing trends shaping the U.S. retail, retirement, and institutional segments, products, and vehicles and discuss the implications for all market players.
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
Jared Baucom
Managing Director
Global Sales & Marketing
Cerulli Associates
Moderator
Bing Waldert
Managing Director
U.S. Research
Cerulli Associates
Speakers
Asher Cheses
U.S. Director
Wealth Management
Cerulli Associates
Michele Giuditta
U.S. Director
Institutional
Cerulli Associates
Elizabeth Chiffer
Research Analyst
U.S. Retirement
Cerulli Associates
