Past Events

Nov
11
2021

November 11, 2021 | 12 PM ET
Complimentary admission | Open to members and non-members | Press allowed

The winners of this year’s MMI/Barron’s Industry Awards will be announced at a virtual awards ceremony on Thursday, November 11 at 12 PM ET. The awards ceremony is free, and it is open to both MMI members and non-members.


Nov
9
2021

Tuesday, November 9, 2021 at 1:00 PM ET
Complimentary admission | Open to members and non-members

Wholesalers are challenged more than ever to grow and manage their businesses. The competition to connect with clients and prospects and generate new assets has never been greater.

MMI Webinars

Nov
4
2021

Thursday, November 4, 2021 at 1:00 PM ET
Complimentary admission | Open to members and non-members | Press allowed

MMI Webinars

Nov
2
2021

Tuesday, November 2, 2021 at 4:00 PM ET
Complimentary admission | Open to members and non-members

Blockchain and distributed ledger platforms are transforming major components of the financial services ecosystem including payments, recordkeeping, trading, and investing.

MMI Webinars

Oct
20 - 28
2021

October 20-28, 2021
Charged admission | Open to members and non-members | Press allowed

Co-Chairs:
Tom Sholes, Chief Strategy Officer, Managing Director, BNY Mellon | Pershing
Lily Trager, Head of Investing with Impact, Managing Director, Morgan Stanley Wealth Management

 

 

 

Annual Conference

Sep
24
2021

September 17 & 24, 2021
Charged admission | Open to members and non-members | Press allowed

Co-Chairs
Heather Gardner, Financial Institutions National Accounts, William Blair Investment Management
John Moninger, Managing Director, Retail Sales, Eaton Vance Distributors

Distribution Leadership

Sep
22
2021

September 22, 2021
Charged admission | Open to members and non-members | Press allowed

Co-Chairs:
Megan Rumney,
National Account Manager, T. Rowe Price Associates
Holly Tworkowski, Vice President, Advisor Consultant, U.S. Wealth Advisory Services, Nuveen

Leadership Pathway

Aug
26
2021

Thursday, August 26, 2021 at 12:00 PM ET
Complimentary admission | Open to members and non-members | Press allowed

MMI Webinars

Aug
5
2021

Thursday, August 5, 2021 at 1:00 PM ET
Complimentary admission | Open to members and non-members | Press allowed

MMI Webinars

Aug
3
2021

Tuesday, August 3, 2021 at 2:00 PM ET
Complimentary admission | Open to members and non-members 

MMI Webinars