NEW
YORK, July 26, 2024 /PRNewswire/ -- The Money
Management Institute (MMI) has announced the finalists of
the 2024 MMI/Barron's Industry Awards. Now in their
16th year, the Awards recognize innovation and leadership in the
investment advisory solutions industry.
"The prestigious MMI/Barron's Industry Awards aim to
highlight the exemplary work being performed across the investment
advisory landscape," said Craig
Pfeiffer, MMI President and CEO. "Every year, we encounter
an impressive group of wealth managers, asset managers, and
solutions providers driving innovation and change in investment
advice and solutions. We look forward to honoring these firms and
announcing winners at our 2024 MMI Annual Conference in
October."
Jack Otter, Global Head of Wealth & Asset Management at Dow
Jones, the publisher of Barron's, added, "Every company that
submitted a nomination plays a crucial role in this ecosystem.
Congratulations to all the finalists who empower the investment
advisory solutions industry in helping clients reach their
goals."
Celebrating Excellence
The finalists in the 13 award categories this year highlight
significant achievements across various aspects of investment
advisory solutions. The Disruption category honors
groundbreaking new products, services, or processes that will
fundamentally alter the future delivery of advisory solutions. The
Distribution Excellence category recognizes firms that
provide exemplary and innovative advisor sales support both in the
field and from the home office. The Doing Good category
celebrates firm-wide initiatives that actively contribute to the
betterment of communities and address specific needs within them.
Additionally, the Thought Leadership/Education category
acknowledges new programs, research, educational campaigns, or
content that meaningfully advance industry knowledge and
understanding of key topics in advisory solutions. For more on the
awards program and finalists, please visit the Finalists List
here.
About Money Management Institute
Established in 1997, the Money Management Institute (MMI) is the
industry association representing financial services firms that
provide financial advice and investment advisory solutions to
investors. Through conferences, educational resources, and thought
leadership, MMI facilitates peer-to-peer connections, fosters
industry knowledge and professionalism, and supports the
development of the next generation of industry leadership. MMI
member firms are dedicated to helping individual and institutional
investors, at every level of assets, plan for and fulfill their
financial goals. For more information, visit www.MMInst.org.
Follow MMI on LinkedIn.
Media Contacts
Elizabeth
Shim/Donald Cutler
Haven Tower Group
(424) 317-4861 or (424) 317-4864
eshim@haventower.com or dcutler@haventower.com
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SOURCE Money Management Institute