Annual Convention

2015 MMI Annual Convention

Wed, 04/22/2015 - Thu, 04/23/2015

April 22-23, 2015 | Charlotte, NC
The Westin Charlotte

Jeff Wilk, Head of U.S. Retail Wealth Management, MetLife Broker Dealer Group
Mike Lewers, Managing Director, Head of U.S. Private Client Group, BlackRock


2014 Annual Convention

2014 Annual Convention
Mon, 03/31/2014 - Wed, 04/02/2014

March 31 - April 2, 2014 |
Hilton New York, New York, NY.


David Berkowitz, President, Lincoln Financial Network

Larry Sinsimer, Senior Vice President, Practice Management, Fidelity Investments

Re-Engineering Managed Solutions and Client Relationships to Optimize Outcomes

Platinum Sponsor:

Extra Right Text: 

Silver Sponsors:

Silver Sponsor Charles River

Silver Sponsor Fiserv

Silver Sponsor Vestmark

MMI 2013 Annual Convention

Mon, 04/22/2013 - Wed, 04/24/2013

One thing is clear in early 2013: the financial services industry continues to evolve—and rapidly. There is no standing still, little solid ground, and no room for complacency. In this highly dynamic environment, a firm’s willingness and ability to change will determine its success, and perhaps its very survival.  On April 22–24 the 2013 MMI Annual Convention was held in New York—a three-day exploration of the changes occurring in our industry, their implications for the way we do business, and how they are shaping the future of advisory solutions.

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