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MMI 2013 Annual Convention

April 22nd - 24th, 2013 • New York, NY

Past Event:

Advisory Solutions in Transition: Opportunity In Uncertainty

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. Join us April 22–24 in New York for the 2013 MMI Annual Convention—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.

Among the topics to be examined:

  •  The far-reaching industry impact of the mushrooming demand for retirement income solutions
  • The continuing debate about the value and future of active management
  • The rise of ETF “strategists”
  • The impact of changing tax structures on the provision of advisory solutions
  • The latest technology developments including the rapid rise in the use of social media
  • Shifts in the SMA business and in the ways advisors are approaching portfolio construction

Location Details

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Hilton New York
1335 Avenue of the Americas
New York, New York 10019
United States

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