OCTOBER 7–9, 2026 · BOSTON
Thank you to all who joined us at the 2026 MMI Annual Conference.
We’re grateful you were part of this year’s experience and helped bring the energy, insight, and collaboration that define the MMI community.
2026 MMI Annual Conference
October 7–9, 2026
The Westin Boston Seaport District
Approved for 11 hours of CIMA®, CPWA®, CIMC®, and RMA® CE credits
Open to members, non-members, and press
SCENES FROM THE EVENT
We’ve created an online gallery of photos from the conference and invite you to browse, download, and share your favorites on social media.
View the Full Photo Library
→
SESSION REPLAYS AND KEY TAKEAWAYS
Session Replays
Catch up on the sessions you attended – or the ones you may have missed – by watching the recordings captured during the event. Follow these steps to access the replays:
• Log in to MMI’s member portal
• Under My Profile, select Participation
• Under My Past Events, locate 2026 MMI Annual Conference
• Click View Registration
• Click Go To Event Videos
Key Session Takeaways
If you attended the Annual Conference, we've emailed you a summary of insights and themes from across the conference sessions to help you reflect on what you heard and apply it moving forward.
As a reminder, you can access the slide decks from the conference that we’ve been permitted to share by visiting the ‘Related Content’ section of the event app.
Log in to the Member Portal
→
Log in to the Event App
→
POST-EVENT THOUGHT LEADERSHIP
To further extend some of the topics addressed during the sessions, we’re excited to share thought-provoking content from our 2026 MMI Partners and Annual Conference Sponsors.
The line between asset management and wealth management is disappearing. Margin compression, the blurring of public and private markets, and clients demanding outcomes — not just products — are forcing both sides to move closer together. This article breaks down what's driving the shift, what it means for how firms compete, and why integrated platforms and account structures like SMAs and UMAs are becoming the new battleground.
As private markets move from standalone investments into managed accounts, the industry faces a fundamentally different level of transaction volume and operational complexity. Explore InvestCloud’s perspective on why capturing the opportunity requires a new operating model built for wealth management scale.
Discover how a unified data foundation transforms fragmented distribution data into AI-ready intelligence and action.
Use this white paper to evaluate how managed account sponsors are building comprehensive unified managed household (UMH) platforms and why household-level tax optimization has emerged as the industry's most important development priority.
Visit the Envestnet Edge Digital Resource for timely insights, subject matter expert perspectives and strategies to help drive distribution opportunities.
Get investment ideas, an overview of what's happening in the markets, and tips to help optimize your portfolio in our monthly playbook.
Lower trading costs and modern technology have enabled advisors and wealth managers to offer personalized portfolios to a much broader audience of mass affluent investors. In this article, Charles River discusses the industry drivers and challenges firms face when launching portfolio personalization at enterprise scale.
Although index providers play a foundational role in the index-based products and asset allocation model portfolios now widely used in U.S. wealth management, they remain underutilized. Research from S&P Dow Jones Indices and Cerulli Associates explores how this market uses index-based products and assesses how asset managers, asset allocation model portfolio providers, wealth manager home offices, and financial advisors can better leverage index providers.
We’re continuously building what’s next for growth-focused firms. See what’s new across the Vestmark platform and explore the latest innovations designed to drive efficiency, scalability, and personalized investing at scale. Discover how we’re advancing the technology that powers your competitive edge.
This eBook provides a practical framework for quickly creating financial services marketing content that is personalized, compliant, and easy for advisors and wholesalers to find and share with clients.
In the eBook, you will learn:
The new reality for financial services marketing
What compliance by design is
The role of revenue enablement platforms in managing content, sharing content, and measuring content usage and impact
Practical content playbooks
How to measure what matters
We empower independent advisors with innovative solutions, compelling technology and exceptional service.
Are you ready to streamline operations, scale your business, and take your managed accounts to the next level? Whether you're an advisor looking to boost efficiency, an asset manager seeking broader distribution, or a technology provider building your own platform, SMArtX has the solution for you.
AGENDA
Download the Agenda PDF
→
OUR CO-CHAIRS
CONFERENCE CO-CHAIR
Patty Quinn McAuley
SVP, Head of Marketing
Clark Capital Management Group
Bio
CONFERENCE CO-CHAIR
Kyle Thompson
SVP, Strategic Relationships Manager
Voya Investment Management
Bio
2026 SPONSORS
CONTACT
Questions
events@mminst.org
646.868.8500
Sponsorship Opportunities
Paul Zettl
Executive Vice President, Chief Programming Officer
pzettl@mminst.org
646.868.8528
The 2027 Annual Conference will be held on October 20–22, 2027 in Nashville, TN.
The 2028 Annual Conference will be held on October 10-12, 2028 in Minneapolis, MN.
See All Upcoming MMI Events
