Really proud to win the prestigious @mminst Governors Award. Very #FISVProud of the entire Investment Services team! #MMIAnnualConference
Attending #MMIAnnualConference in Atlanta? Today at 2:10pm, LifeYield EVP & CMO Jack Sharry will be moderating the panel “The Human Element: The Advisor Differentiator”, with featured panelists, ENVCrager of @Envestnet and Jonathan Stein of Betterment. You won’t want to miss it!
Are you attending #MMIAnnualConference ? Learn how Vestmark is making #portfoliomanagement easier for #financialadvisors to spend more time with client relationships at booth #22 in #Atlanta - Check out a demo of #VestmarkONE 💻 #wealthmanagement #fintech #vestmarkteam
Great session at The Impact of Technology session at #MMIAnnualConference in #Atlanta ! My colleague, Heeren Pathak rocked it with the other panelists #fintech #wealthtech #wealthmanagement
I am so honored and excited to be a panelist at next week's MMI Conference! Join me for Session 4 on Tuesday, October 15 to discuss the impact of technology and how it can be used to grow and scale your firm. #MMIAnnualConference #innovation #tech
Is #DirectIndexing poised to “go retail”? What should the #WealthManagement community know? Hear from CEO Brian Langstraat at the 2020 mmin_ji Annual Conference on October 7. Register for the virtual panel discussion: #MMIAnnualConference bit.ly/2RTzcCP
CEO Brian Langstraat discusses the future of #DirectIndexing for the #WealthManagement community at the 2020 mmin_ji Annual Conference. His virtual panel discussion is now live: #MMIAnnualConference ow.ly/F9Kn50BKjND
Looking forward to sharing updates on #NextChapter / #MMIAnnualConference Retirement Track tomorrow, covering Technology along with Steve Gresham @KateHealy_TDA Jud Mackrill Jack Sharry
mmin_ji #financialwellness #advicetech #longevityplanning
AssetMark is proud to be the Gold Sponsor of the #MMIAnnualConference in #Nashville this week. Joining top #moneymanagement brands like @MoodysAnalytics, Morningstar, Inc. and ISS Market Intelligence to support the growth of the #financialservices industry is a top priority for us.
Join me on Oct 14 at the #MMIAnnualConference in Atlanta. I will be speaking on the panel 'The Human Element: The Advisor Differentiator.' Register today: bit.ly/2MPJItP
Don’t miss this exciting panel at #MMIAnnualConference featuring Richard Keltner, Fiserv. Learn more about the evolution of the Rep-as-PM managed product—where it is today and where it is going next! #fintelligence
fisv.co/2B36g39 lnkd.in/eYmWQqa
I'm headed to the 2019 #MMIAnnualConference in Atlanta, GA, from October 14-16. I'll be joining other thought leaders and decision-makers to examine and debate the critical factors and strategies that are driving success in the industry. bit.ly/2MPJItP
Looking forward to seeing clients & colleagues in #Nashville later this month for the #MMIAnnualConference . Register at bit.ly/3SO3Vzb
Don't miss this executive line up on 10/20! Join Doug Fritz , Toussaint Bailey, Robert Eaton and Avi Shua at the #MMIAnnualConference as they dive into strategic spending, priority changes & trends they see in our current environment. mminst.org/event/2020-mmi…
It was great to see everyone in-person at the 2022 MMI Annual Conference this week! InvestCloud Inc. is proud to be a Titanium Sponsor for such a great conference. #MMIAnnualConference
Jud Mackrill @KateHealy_TDA Jack Sharry Steve Gresham I look so serious...getting my game face on before the session. But I was smiling during what Jud Mackrill @KateHealy_TDA Jack Sharry and Steve Gresham made a great and informative session!
#MMIannualconference
#NextChapter