Complimentary admission | Open to members only | Press allowed
Artificial intelligence (AI) is helping to improve customer experience, create efficiencies, reduce risk, and increase sales. It has the potential to help transform and advance marketing’s strategic role in the asset and wealth management industry.
April 21, 2022 | 4:00 PM ET
Complimentary admission | Open to members only | Press allowed
As the data privacy and technology landscape in the U.S. and around the world continues to evolve, we as Marketers are faced with a challenge: clients and prospects react best when we serve up the right information at the right time. But our ability to capture, master and leverage client transaction and interaction information has become more challenging.
Complimentary admission | Open to members and non-members | Press allowed
Join us for an MMI Webinar, featuring Randy Bullard, Global Head of Wealth at Charles River Development, and Darren Tedesco, President of Advisor360o, for a timely discussion of the value of partnerships in navigating the integrated wealth ecosystem.
Complimentary admission | Open to members and non-members
Join us for an MMI Webinar presented by the new MMI Blockchain Finance Forum community focused on the benefits of passive and active investing in cryptocurrencies.
Matt Hougan, CIO of Bitwise, and Josh Kernan, Partner at Permian Capital, will discuss investing in a broad range of cryptocurrencies beyond Bitcoin.
Complimentary admission | Open to members and non-members
As a distribution professional, would you like to learn a proven sales strategy so simple it fits on an index card?
Join us for an MMI Webinar, sponsored by the Women in Distribution Community, to hear from Brian Margolis of PGwholesaling.com about creating a simple weekly strategy that is being used by successful wholesalers to:
Complimentary admission | Open to members and non-members | Press allowed
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.
Complimentary admission | Open to members and non-members | Press allowed
This webinar, the second in a four-part virtual series, is designed for diverse entry-level analysts and associates who recently joined the asset management and wealth management industry. It is an opportunity to hear from esteemed diverse professionals from AIG, BNY Mellon Wealth Management, Macquarie Asset Management, and Morgan Stanley about their personal career journeys in investment management.
Complimentary admission | Open to members and non-members | Press allowed
Complimentary admission | Open to members and non-members
1410 Broadway
Suite 2600
New York, NY 10018
PH: (646) 868-8500 | Fax: (646) 619-4074
