MMI 2011 Fall Solutions Conference Summary – Now Available!

The Money Management Institute held their 2011 fall conference at the Crowne Plaza Times Square in Manhattan in October and their TechOps conference at the NY Athletic Club last month.  The sessions were quite informative and provided a timely window into the latest issues facing our industry.

Click here (WM Today – Dec 2011) to download the December 2011 edition of the WM Today Newsletter with coverage of the MMI 2011 Fall Conference.

The  session topics included:

  • Ideas That Can Change the Advisory Business
  • Rep as PM vs Rep as Advisor
  • Macro Trends in Outsourcing

Some of the well-known industry speakers were:

  • Roger Paradiso, Chief Investment Officer, Private Portfolio Group, Morgan Stanley Smith Barney.
  • Mark Tibergien, Chief Executive Officer of Pershing Advisor Solutions
  • Cheryl Nash, President, Investment Services, Fiserv

Click here (WM Today – Dec 2011) to download the December 2011 edition of the WM Today Newsletter with coverage of the MMI 2011 Fall Conference.

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The Wealth Tech Today blog is published by Craig Iskowitz, founder and CEO of Ezra Group, a boutique consulting firm that caters to banks, broker-dealers, RIA’s, asset managers and the leading vendors in the surrounding #fintech space. He can be reached at craig@ezragroupllc.com

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