Past Events

Jun
30
2020

June 30, 2020 | MMI NetMeeting
1:00 PM ET

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. 

MMI NetMeetings

Jun
25
2020

June 25, 2020 | MMI NetMeeting
1:00 PM ET

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.

MMI NetMeetings

Jun
24
2020

June 24, 2020 | MMI NetMeeting
2:00 PM ET

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.

MMI NetMeetings

Jun
10
2020

A Virtual Experience

Co-Chairs:
Eric Koestner,
Principal, Packaged Products, Edward Jones
Sue Thompson, Executive Vice President, Head of SPDR Americas Distribution, State Street Global Advisors

MMI Summit

May
28
2020

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. 

MMI NetMeetings

May
27
2020

MMI Virtual Event Series for Distribution Professionals

The COVID-19 pandemic has upended traditional financial services distribution models that rely on face-to-face meetings with advisors. The implications for distribution teams are profound and will likely last long after the current crisis is over.

Distribution Leadership

May
21
2020

HOW TO HAVE A CLIENT MEETING IN 2020:
Framing ESG in the context of our current crisis

Replay

Sustainable/Impact Investing

May
19
2020

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.   

MMI NetMeetings

May
6
2020

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. 

MMI NetMeetings