Past Events

Nov
18 - 19
2020

November 18-19, 2020 

Co-Chairs: 
Barbara Foy-Pilchner,
Managing Director, National Accounts, Wealth and Asset Management Canada, Manulife Investment Management 
Erin Griffiths, Senior Vice President, Client Solutions & Direct Investing, Scotiabank

Canadian Advisory Solutions

Oct
6 - 23
2020

VIRTUAL EVENT SERIES

2020 has been a year like no other – and this year’s Annual Conference will be unlike any MMI event you’ve ever attended.

Annual Conference

Sep
22
2020

Replay | MMI NetMeeting

Join us for this MMI member-only NetMeeting, which will look at how firms are adapting sales incentives and positioning themselves to thrive in the months and years ahead.

MMI NetMeetings

Sep
15
2020

Replay | MMI NetMeeting

The RIA channel is the fastest growing intermediary distribution channel in the U.S., and it is wildly diverse in terms of how different RIAs approach investment management. This diversity is driven by the differing client segments RIAs serve, their individual business models, and the degree to which investment management is core to the RIA’s value proposition versus ancillary to a more goals-based financial planning focus.

MMI NetMeetings

Aug
11
2020

Replay | MMI NetMeeting

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?

MMI NetMeetings

Aug
6
2020

Replay | MMI NetMeeting

The next wave of advisory innovation is well underway as firms focus on ways to increase investor engagement and advisor adoption. Their efforts center around coordinating advisory solutions, innovative annuity structures, and advanced technology to create an intuitive, graphic experience for both investors and advisors to manage household portfolios.

MMI NetMeetings

Jul - Aug
29 - 5
2020

Virtual Event Series

Co-Chairs:
Sheila Rapple, Managing Director, Global Head of Investor Services, Private Wealth Solutions, Blackstone
Lina Rubin, Managing Director, Chief of Staff, Wealth Management USA, UBS

Alternative Investments

Jul
21
2020

Replay | MMI NetMeeting

Income inequality is a defining issue of our time. In the United States, the top 1% of families earn nearly 27 times that of the other 99% of families. The richest 1% of families worldwide hold more wealth than the rest of the world combined. Beyond the obvious ethical concerns, income inequality is an extremely problematic issue for investors.

MMI NetMeetings

Jul
16
2020

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.”

MMI NetMeetings

Jun
30
2020

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. 

MMI NetMeetings