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.
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.
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.”
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.
Replay | MMI NetMeeting
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.
Replay | MMI NetMeeting
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.
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.
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.
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.
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