MMI Webinar: Investment Advisory Pulse Survey Results: “Great Expectations”
November 12, 2024
11:00 AM ET
In conjunction with
Complimentary admission
Open to MMI members
Closed to press
The MMI Webinar: Investment Advisory Pulse Survey Results: “Great Expectations” is being submitted to Investments & Wealth Institute® for CE credits for CIMA®, CPWA®, CIMC®, and RMA® certifications. If credits are approved, the relevant approval code(s) will be shared with attendees after the event.
Overview
Join us for an enlightening discussion with Tim Kresl of Broadridge that will highlight key findings from the recent MMI Investment Advisory Pulse Survey.
In its second year, the survey explores how asset managers and wealth managers view trends and challenges across four topic areas: distribution, products and strategies, artificial intelligence, and business outlook.
Tim will be joined by senior industry executives to discuss where member views have converged since last year – and where there are still gaps. Join us for up-to-date perspectives and insights to power your firm’s 2025 strategy.
This webinar will be recorded. Even if you cannot attend live, please register so we can notify you when the replay is available.
Introduction
Joan Lensing
Executive Vice President
Chief Programming Officer
MMI
Speakers
Tim Kresl
Principal
Distribution Insight
Broadridge
TBA
TBA
Contact
