MMI Advisory Insights

MMI Advisory Insights featuring Steve Camp of State Street and Mark Spina of FLX Networks
Tuesday, December 13, 2022
Asset flows into model portfolios have been rising and it is expected that this trend will continue, presenting a growth opportunity for asset managers. Yet, there are complexities and challenges to navigate in model delivery and distribution as well as the potential for additional regulation. Given all this, what are possible approaches and considerations for wealth and asset managers? Steve Camp, Managing Director at State Street, and Mark Spina, President and COO of FLX Networks, discuss...

MMI Advisory Insights featuring Rob Klapprodt, Sunjiv Mainie, and David Gordon
Tuesday, August 23, 2022
Rob Klapprodt, Vestmark’s Corporate Strategy Officer, sits down with Sunjiv Mainie, S&P Dow Jones Indices’ Global Head of Research & Design, and David Gordon, Vestmark’s SVP of Direct Indexing, to discuss the challenging market environment, why professional money management still matters, and ways that asset managers can differentiate themselves.

MMI Advisory Insights featuring Randy Bullard and Josh Levin
Monday, February 28, 2022
Randy Bullard of Charles River Development and Josh Levin of OpenInvest discuss the current paradigm shift toward personalization in ESG investing across the wealth industry and the new opportunities it presents for wealth management firms and individual investors. *Content recorded in the Fall of 2021.

MMI Advisory Insights featuring Joel Hempel and Christine Pishko of BNY Mellon
Wednesday, February 2, 2022
Joel Hempel of BNY Mellon | Pershing’s Lockwood and Christine Pishko of BNY Mellon discuss the business case for ESG and responsible investing, key trends in the space, and what to watch for in the future. *Content recorded in September 2021.

MMI Advisory Insights featuring Matt Schiffman and Andrew Guillette of Broadridge
Thursday, January 13, 2022
Matt Schiffman and Andrew Guillette of Broadridge’s Distribution Insight team sit down to discuss findings from Broadridge’s recent survey of investor preferences. They explore key trends driving broader market access and participation and the increasing democratization of investments. More insights from Broadridge: The Future of Advisor Engagement

Advisory Insights featuring Bryan Dori of Archer
Friday, January 7, 2022
Bryan Dori, President & CEO of Archer, has a conversation with Russell Parker, Founder & CEO of rpmAUM, about mass customization solutions and how firms are trying to adopt them for their client base.

Advisory Insights featuring Randy Bullard of Charles River Development
Tuesday, April 6, 2021
Craig Pfeiffer, MMI President & CEO, sits down with Charles River’s Randy Bullard, Global Head of Wealth, to discuss how the evolution of technology eased the delivery of direct indexing at the retail level to individual investors.