August 6, 2020 | MMI NetMeeting
12:00 PM ET
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.
Join us on Thursday, August 6 at 12:00 PM ET to hear what firms are doing to empower financial advisors to effectively engage clients using risk-smart, tax-smart platforms and software tools that improve and quantify both investor and advisor outcomes.