NetMeetings

Feb
27
2019
MMI NetMeeting - Discussion of Modern Wealth with Leading Platform Builders

Replay | NetMeeting

A shift is under way in the advisory industry, moving from discrete products, accounts, and technology tools to integrated household-level solutions. To examine this new trajectory in the delivery of financial advice, MMI has released a new research report, Modern Wealth: The Roadmap to Improved Investor and Advisor Outcomes.


Dec
5
2018
MMI NetMeeting - Lessons in Key Account Management from Other Industries

Replay | NetMeeting

The national account management (NAM) function at asset management firms has traditionally focused on securing and retaining product shelf space at key distribution partners. But the rapidly evolving dynamics of the manager/distributor relationship mean that NAM must evolve as well.


Nov
20
2018
MMI NetMeeting - Navigating Distributor Diligence Teams

Replay | NetMeeting

The rising influence of the home-office at broker-dealers is forcing asset managers to place more importance on covering the research teams within these groups. To provide better understanding of home-office research teams and how they function, MMI and FUSE Research Network teamed up to conduct a new research study focused on the dynamics of distributor due diligence teams.


Jun
15
2018
MMI NetMeeting - The State of Alternative Investments: A Global View

June 15, 2018 | NetMeeting

In this replay, a panel of industry experts share their insights and perspectives on the changing, expanding world of alternative investments.


Jun
14
2018
MMI NetMeeting - The Potential of Blockchain for the Wealth and Asset Management Industry

June 14, 2018 | NetMeeting

In this NetMeeting replay, Eamonn Maguire, Global Lead in Blockchain & Distributed Ledger Technologies for KPMG US, gives a primer on the key features of Blockchain technology and a case study of how Blockchain could help create value for the funds industry through cost savings and efficiencies in terms of speed and simplicity.


Mar
14
2018
MMI NetMeeting - Staying Ahead of the ETF Evolution

March 14, 2018 | NetMeeting

ETFs have rapidly gained popularity and are continuing to attract assets and evolve. And that should come as no surprise as they are marketed as an investment that offers individuals the chance to invest like the most sophisticated institutions in the world. This installment of the MMI NetMeeting series focuses on the latest trends and product development innovations impacting the ETF sector and explores where the industry goes from here.


Mar
6
2018
MMI NetMeeting - The Rewards and Challenges of Investment Advisory Programs in the Wealth Management Industry

March 6, 2018 | NetMeeting

The evolving nature of the wealth management industry makes the future of the business exceedingly difficult to predict. Unprecedented changes in technology, regulation, and client expectations are complicating the decision-making process for wealth management executives choosing how to invest limited resources to achieve the greatest return over the next three to five years.


Dec
6
2017
MMI NetMeeting - Critical Lifecycle Issues & Opportunities Facing Asset Management Firms

December 6, 2017 | NetMeeting

A recent study by MMI and rpmAUM, a strategic asset management consulting firm, gained unique insight on how a cross-section of domestic asset management firms are managing challenges and opportunities throughout different stages of their lifecycle - development, introduction, growth, and maturity.


This installment of the MMI NetMeeting series covers the report's key findings, including: 


Nov
15
2017
MMI NetMeeting - Investors First: Rebuilding the Advice Business Around Client Needs

November 15, 2017 | NetMeeting
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As investor demand evolves towards outcome-based services rather than investment performance, the tools and offerings that wealth and asset managers should develop to strategically position...