Recap: 2014 MMI Fall Solutions Conference

The two-day 2014 MMI Fall Solutions Conference – Beyond Theory: The Tools, Techniques and Processes That Build Personal and Business Success brought together more than 350 industry executives to participate in 15 sessions focused on strategies that support improved productivity. Keynote speakers Paul Hatch and Dr. Ned Hallowell set the tone with an insightful overview of the current state of wealth management and practical steps to achieve work-life balance.

Coming Soon! MMI On Demand – A New View on Managed Solutions Market Intelligence

In Q1 2015, MMI – in conjunction with our partners at Dover Financial Research – will introduce MMI On Demand, an interactive online tool that provides easy access to MMI’s proprietary managed solutions data and analysis and dramatically expands the breadth and depth of marketplace intelligence available to members.