IMEA

View the Q2 Market Outlook and Fund Flow reports from Morningstar.

March 7-8, MFEA brought digital leaders together for discussions around Next-Gen marketing, industry trends and best practices, also returning to last year’s discussion around the user journey.

In a short survey examining social media and marketing trends, members shared their insight, helping firms better plan for 2018 and beyond.

Watch this in-depth discussion on how asset managers are adopting new marketing and sales strategies to succeed in this new distribution landscape.

Hear from JP Morgan Asset Management’s Jaima Lawrence and Shannon Short as they share the seven key principles of all retirement communications.

In less than five minutes, tell Seismic about your technology adoption and goals for 2018.

“The industry’s leading innovators and digital strategists will convene at Charles Schwab in San Francisco at the Digital Summit next month. Make plans to join us in technology hotbed Silicon Valley to discuss Future Technologies; Digital ROI, Customer Journey, Advisor Engagement and User Experience.”

Read the latest 2018 Q1 outlook from Morningstar, along with a report of asset fund flows.

Strategic Insight shared insight about key forces driving industry change in 2018.

“The lines between AI and RPA appeared to blur as there were different interpretations depending on the firm and use case…”