Annual Convention

2015 MMI Annual Convention

Dates: 
Wed, 04/22/2015 - Thu, 04/23/2015
Event subsection: 

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

Co-chairs:
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
Dates: 
Mon, 03/31/2014 - Wed, 04/02/2014

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

Co-Chairs:

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

Dates: 
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.

Syndicate content