NetMeeting Archive

Aug
11
2020
MMI NetMeeting - Navigating the Impact of Coronavirus: Trends and Opportunities in Asset Management Distribution

August 11, 2020 | MMI NetMeeting
2:00 PM ET

The onset of the COVID-19 pandemic forced asset managers, distribution teams, and financial advisors to completely reset their sales and service strategies during the first half of the year. What insights can be gained by taking a close look at recent data on product sales and flows and trends in advisor needs?


Jul
21
2020
2020 MMI NetMeeting - Guiding Investors in Addressing Income Inequality

Replay | MMI NetMeeting

Income inequality is a defining issue of our time. Take advantage of the opportunity to get involved and stay up to date on this growing systemic social risk. This NetMeeting aims to equip investment and research professionals with the tools to help them have the conversation and navigate the inclusion of income inequality criteria in their investment decisions.


Jul
16
2020
2020 MMI NetMeeting - Incorporating Annuities in Household Portfolios: Business & Tech/Ops Leaders Discuss Ecosystem & Platform Trends

Replay | MMI NetMeeting

In turbulent times, investors seek protection, income, and tax savings in their household portfolios. Innovative annuities and advisory models, combined with advanced technology and new age ecosystems, enable advisors to help investors preserve their nest eggs and put themselves in a better position for when things return to the “new normal.”


Jun
30
2020
2020 MMI NetMeeting - Key Trends in Wholesaling: The Current and Future Landscape

Replay | MMI NetMeeting

For nearly 10 years, Sequoia has partnered with Cerulli Associates to survey asset manager distribution professionals regarding opportunities, challenges, and best practices as they engage with financial advisors. 


Jun
25
2020
MMI NetMeeting - Managing Stress for Success: Strategies to Help You Better Prepare for and Respond to Stress

Replay | MMI NetMeeting

Given the unprecedented COVID-19 crisis and the overwhelming amount of pressure that business professionals may normally feel, it’s easy to imagine that stress in our lives can lead to disengagement from work, clients or families, burnout or depression.


Jun
24
2020
2020 MMI NetMeeting - Transitioning to the New Normal: Back-to-the-Office Plans and the Emerging Cultural Divide

Replay | MMI NetMeeting

Over the past three months – a time of tremendous uncertainty and market volatility – asset and wealth management firms have been forced to redeploy their workforces and while continuing to serve clients. While firms have been tested and shown resilience, challenges clearly lie ahead as offices begin to reopen and the latest version of the “new normal” is defined.


May
28
2020
MMI NetMeeting - Adapting in Adversity: Client and Business Engagement Strategies During COVID-19

Replay | MMI NetMeeting

In these unprecedented times, asset and wealth management firms have been forced to redeploy their workforces and adopt new technology and processes while also managing and communicating with their clients during a period of extreme market volatility. 

This MMI member-only NetMeeting looks at how firms are adapting to the sudden shift in conditions, which types of firms are doing well, and which have struggled to make the transition. 


May
19
2020
MMI NetMeeting - Advisory Solutions: Expectations and Experiences

Replay | MMI NetMeeting

Surprising gaps between client expectations and firm delivery continue to challenge the wealth management industry and inhibit client value. New research from MMI and Aon debunks persistent myths about client attitudes and delves into these gaps, which are being amplified by the COVID-19 crisis.   


May
6
2020
MMI NetMeeting - The Prominent Role Annuities are Playing in Turbulent Markets and Household Solutions

Replay | MMI NetMeeting

In times of turmoil, investors pursue a flight to safety, seeking comfort by managing risk and, given market volatility, they also need to address taxes. Innovative annuity products combined with advanced technology can offer investors a better chance to preserve their nest eggs and be in a stronger position when things return to what will be the next new normal.