Industry Excellence & Achievement Recognition
The annual MMI/Barron's Industry Awards recognize innovation and leadership in the investment advisory solutions industry. Now in their 16th year, the Awards celebrate outstanding achievement and honor firms that have raised the bar by delivering superior solutions for financial advisors and investors over the past year.
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June 7: Deadline to Submit Nominations -
Week of July 15: Finalists Announced
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October 15-17: Winners Announced
Why Nominate?
- An opportunity for your firm to be recognized among a select group of 13 winners, showcasing outstanding achievements across the industry
- Have your achievements reviewed by MMI and the Industry Awards Steering Council
- Media exposure as a finalist and/or winner
- Branded social media toolkit to announce being chosen as a finalist and/or winner
- Enjoy heightened firm exposure and recognition through MMI’s social media, website and ongoing promotions for the winners following the formal announcement at this year’s Annual Conference
2024 Open Award Categories
DISRUPTION
This category honors a groundbreaking new product, service or process that will fundamentally alter the future delivery of advisory solutions.
DISTRIBUTION EXCELLENCE
This category honors firms that provide exemplary and innovative advisor sales support both in the field and from the home office.
DOING GOOD
This category honors firm-wide initiatives that actively contribute to the betterment of our communities and address specific needs within them.
THOUGHT LEADERSHIP/EDUCATION
This category honors new programs, research, educational campaigns, or content that meaningfully advance industry knowledge and understanding of topics key to the future of advisory solutions.
VALUES-BASED INVESTING
This category honors programs that support awareness and adoption of Values-Based Investing.
2024 Wealth Managers (Sponsor Firms) Award Categories
DIGITAL INNOVATION - WEALTH MANAGER
This category honors a new technological innovation (or specific enhancement to an existing platform or tool) by a wealth management firm that enhances the investor or advisor experience with advisory solutions.
WEALTH MANAGER PLATFORM OF THE YEAR
This category honors a wealth manager platform that exemplifies innovation in delivering better outcomes for investors and financial advisors.
2024 Asset Managers Award Categories
ASSET MANAGER OF THE YEAR - AUM OF LESS THAN $25 BILLION
This category honors a smaller asset manager that exemplifies innovation in delivering better outcomes for investors and financial advisors.
ASSET MANAGER OF THE YEAR - AUM BETWEEN $25 BILLION - $100 BILLION
This category honors a mid-size asset manager that exemplifies innovation in delivering better outcomes for investors and financial advisors.
ASSET MANAGER OF THE YEAR - AUM of MORE THAN $100 BILLION
This category honors a larger asset manager that exemplifies innovation in delivering better outcomes for investors and financial advisors.
DIGITAL INNOVATION - ASSET MANAGER
This category honors a new technological innovation (or specific enhancement to an existing platform or tool) by an asset management firm that enhances the investor or advisor experience with advisory solutions.
2024 Technology/Solution Provider Firms Award Categories
DIGITAL INNOVATION - TECHNOLOGY/SOLUTIONS PROVIDER
This category honors a new technological innovation (or specific enhancement to an existing platform or tool) by a solutions provider firm that enhances the investor or advisor experience with advisory solutions.
TECHNOLOGY/ SOLUTIONS PROVIDER OF THE YEAR
This category honors a solutions provider firm (technology/service provider) that exemplifies innovation in delivering better outcomes for investors and financial advisors.
