MMInsight: March 13, 2020

In this edition of MMInsight ... Breaking News relating to the impact of the Coronavirus on MMI events. Also, MMI/AON research, new look and feel of the MMI website … and more!


A Message from Craig Pfeiffer 
We have the utmost concern for the health and safety of our members and feel the decisions to cancel MMI Summit 2020 and postpone the 2020 Toronto Wealth Management Summit had to be taken in the interest of the well-being of attendees, speakers, guests, and MMI staff.

I ask you to understand that these decisions were forced upon us and to be patient as we steer through the next steps. We have actively engaged the MMI Board, Executive Committee, and officers, and I assure you that the discussions have been comfortably aligned in the interests of the MMI membership, the continuity of our organization, and its vitality.

We want to do our part so we’ve shifted our strategic focus. First, we are focused on delivering upcoming events virtually in an effort to keep everyone safe and are exploring the best way to share the valuable session content that has been developed. Second, the MMI team implemented our Remote Continuity Model on March 10th.  Please note that this decision was aligned with guidance from authorities and actions MMI member firms are deploying. We are 100% confident we can support your needs from our remote locations during this time. As always, we will be available via phone and email. If you have any questions please contact us at (646) 868-8500 or click here for a Team Directory

Most importantly, during these challenging times, we extend our best wishes to you, your colleagues, and your family. Please be responsible with your health, leverage your leadership skills, and contribute to helping our industry, your firm, our MMI community and – most importantly – our clients, navigate this shared experience.

MMI Summit 2020 Cancelled – Stay Tuned for Updates
Given the growing concern surrounding the Coronavirus – now labeled a pandemic – MMI cancelled its upcoming Summit 2020 scheduled for March 26th and 27th in Orlando. At this time, it is still too early to discuss an alternate date for the Summit. We are diligently exploring the best way to share the content, including virtual delivery. More to come.

Toronto Wealth Management Summit Rescheduled – Now November 18th
The 2020 Toronto Wealth Management Summit has been rescheduled from April 7th to November 18th. The location, Vantage Venues, will remain the same. If you are currently registered for the Toronto Summit on April 7th, your registration will be automatically transferred to the new date of November 18th. If this date does not work for you because of prior commitments, please email Learn more.

MMI Website: New Look, New Feel!
Last week, MMI launched its newly designed website. The website now sports a vibrant, fresh appearance, and it is more user-friendly for visitors. Frequently-visited pages are highlighted on the homepage for easy access as well as MMI’s six areas of strategic focus – Conferences & Events, Membership Communities, Education & Professional Development, Analysis & Insights, Next Generation Programs, and Industry Presence & Advocacy. And no need to worry about changing your previous login credentials – your username and password remain the same. Check out the website today!

MMI/AON Advice Expectations and Experiences Research
MMI is pleased to update you on the previously announced multi-year research project titled Advice Expectations and Experiences that we are conducting with Aon’s Client Insight team. The research benchmarks both investor and advisor views of the value of investment advice and how it is delivered with  the goal of providing member firms with meaningful insights and best practice recommendations. We believe the report has the potential to become a signature annual piece for MMI. Be on the lookout for the initial Executive Summary followed by a series of short white papers each highlighting a different dimension of the research.

Sustainable Investment Products and Due Diligence: Insights from Industry Experts
MMI and The Investment Integration Project (TIIP) released a new report, Sustainable Investment Products and Due Diligence: Insights from Industry Experts. The report shares reflections and insights from a group of industry experts and investment gatekeepers on the issues and challenges related to due diligence for sustainable investment products. This report is a must-read for anyone interested in the sustainable/ESG space. Download the report

MMI-Cerulli Advisory Solutions Quarterly Q4 2019 Edition Available Soon!
Advisory Solutions Quarterly showcases the combined MMI-Cerulli data sets, offering a quantitative snapshot of the advisory solutions marketplace. The Q4 2019 Edition will be available early next week!

MMI Annuity & Insurance Solutions “Protected Outcomes” Executive Roundtable
It was a packed house in New York on March 3rd at the MMI Annuity & Insurance Solutions Executive Roundtable hosted by Allianz Life. With a focus on “Protected Outcomes,” the event brought together Annuity and Insurance Solutions business leaders to discuss emerging trends, opportunities, and challenges in an intimate, closed-door setting. Stay connected with like-minded professionals. Learn more about our Annuity & Insurance Solutions Community.

Subscribe to MMI Weekly News Recap Powered by FUSE Research
It’s important now more than ever to stay tuned to the latest news in the investment advisory solutions space. Don’t miss out on the most relevant press articles and developments. Powered by our research partners at FUSE, the News Recap is a quick-hitting, fast read brought to you every Friday morning. To subscribe, simply email Rick Ledbury at with the subject line "MMI Weekly News Recap – Subscribe." Please be sure to include your name and e-mail address.

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