The Money Management Institute (MMI) has announced the finalists for the 2025 MMI/Barron’s Industry Awards. Now in their 17th year, the awards recognize innovation and leadership in the investment advisory solutions industry.
“The prestigious MMI/Barron’s Industry Awards recognize the impressive work taking place across the investment advisory ecosystem,” said Craig Pfeiffer, MMI President and CEO. “Each year, the field of nominees grows more competitive, reflecting the industry’s continued momentum and innovation. We are proud to honor the firms driving meaningful progress in how investment advice and solutions are delivered—and we look forward to celebrating their achievements at our 2025 MMI Annual Conference in October.”
Jack Otter, Global Head of Wealth & Asset Management at Dow Jones, the publisher of Barron's, added, “Firms across the advisory space continue to elevate what’s possible in wealth and asset management. This year’s finalists embody that spirit of innovation – delivering powerful tools, insights, and solutions that help advisors and their clients thrive in an increasingly complex environment. Congratulations to all who are helping move the industry forward.”
The finalists in the 12 award categories this year are:
Digital Innovation: Honoring a new technological innovation (or specific enhancement to an existing platform or tool) that enhances the investor or advisor experience with advisory solutions.
- Franklin Templeton – Benji – Intraday Yield
- Future Capital – Future Capital Construct
- IMTC – IMTC Fixed Income Platform
- Morgan Stanley – Streamlining Advisor Desktop: SMA Matching Tool & Transition Analysis
Disruption: Honoring a groundbreaking new product, service or process that will fundamentally alter the future delivery of advisory solutions.
- Bank of America Merrill Lynch – Quantifying the value of the Tax Efficient Management Overlay Services
- OnBord – Digital Onboarding Platform
- Prosperity Capital Advisors – Five Pillars of Holistic Wealth Management
- Raymond James – Paraplanning Services
Distribution Excellence: Honoring firms that provide exemplary and innovative advisor sales support both in the field and from the home office.
- Blackstone – Blackstone Private Wealth
- Columbia Threadneedle Investments – Dice Team “Go Fishing” Program
- New York Life Investments – The six pitfalls of succession planning
- StepStone Private Wealth Solutions – StepStone Private Credit Income Fund (CRDEX)
Doing Good: Honoring firm-wide initiatives that actively contribute to the betterment of our communities and address specific needs within them.
- Bank of America Merrill Lynch – Sustainable Investing Advisor Forum 2025
- Core Spaces – Camp Out for Kids
- Raymond James – Back to School
- Thornburg Investment Management – Living our Community-Focused Values for over 40 Years
Investment Innovation: Honoring groundbreaking, innovative, and impactful investment strategies and product innovations shaping the industry.
- BlackRock – Public + Private Model Portfolios
- Blackstone – Expanding the Horizon of Private Markets
- InvestCloud – PMA Network
Marketing Campaign of the Year: Honoring the most innovative, creative, and impactful marketing campaigns that have elevated brand visibility and made an impact on the industry.
- Allspring Global Investments – Riding the Curve
- Franklin Templeton – Your trusted partner for what’s ahead™
- Invesco – Invesco QQQ Recipe for Innovation
- Ocean Park Asset Management – Launching and Leveraging the Duck
Thought Leadership/Education: Honoring new programs, research, educational campaigns, or content that meaningfully advance industry knowledge and understanding of topics key to the future of advisory solutions.
- FMG Suite – FMG Suite Marketing Automation
- Invesco – Client Conversations
- Nuveen, A TIAA Company – nextAdvisor: Strategies from leading retirement plan advisors
- Raymond James – Supporting Teams with Excellence, Education & Resources (STEER) Development Program
Wealth Manager Platform of the Year: Honoring a wealth manager platform that exemplifies innovation in delivering better outcomes for investors and financial advisors.
- Choreo – Choreo Tax Advantage™
- SMArtX Advisory Solutions – SMArtX Unified Managed Account Platform
- UX Wealth Partners – Xperience Platform
- Venn by Two Sigma – Venn
Asset Manager of the Year (Retail Advisory AUM less than $25 billion): Honoring a smaller asset manager that exemplifies innovation in delivering better outcomes for investors and financial advisors.
- BondBloxx – PCMM
- Domini Impact Investments – Domini Funds
- F/m Investments – F/m Investments; RBIL, ZTOP & Dual Share Class Platform
- Westwood Holdings Group – Westwood Holdings Group
Asset Manager of the Year (Retail Advisory AUM $25 billion-$500 billion): Honoring a mid-size asset manager that exemplifies innovation in delivering better outcomes for investors and financial advisors.
- AllianceBernstein (AB) – AB Muni Capabilities
- Blue Owl Capital – Blue Owl Private Wealth
- Calamos Investments – Alternative Investments Leadership & Innovation
Asset Manager of the Year (Retail Advisory AUM more than $500 billion): Honoring a larger asset manager that exemplifies innovation in delivering better outcomes for investors and financial advisors.
- Fidelity Investments – Fidelity Investments’ growing product lineup provides superior value, choice, and innovation
- Franklin Templeton – ETFs, Alternatives and SMAs
- Invesco – Partners in Private Markets
Technology/Solutions Provider of the Year: Honoring a solutions provider firm (technology/service provider) that exemplifies innovation in delivering better outcomes for investors and financial advisors.
- AssetMark – AssetMark Platform
- FMG Suite – From 7 to 50: Automations Transforming Advisor Marketing
- Foundation Source – Foundation Source
- IMTC – IMTC Fixed Income Platform
About the MMI/Barron’s Industry Awards Program:
Nominations are reviewed and evaluated by the specially appointed MMI Industry Awards Steering Council. The Steering Council consists of representatives from all segments of the MMI membership.
The Steering Council looked for innovative, needle-moving programs and initiatives that measurably advance the investment advisory solutions industry and deliver improved outcomes for financial advisors and investors. After carefully reviewing the nominations submitted, the Steering Council determined a slate of finalists in each award category. The main contacts at each of MMI’s members firms are eligible to vote to determine the winners in each category.
About the Money Management Institute (MMI):
Established in 1997, the Money Management Institute (MMI) is the industry association for financial services firms, serving as the leading catalyst and resource for the advancement of investment advice. MMI advances the wealth and asset management industries through connections, knowledge, and professional growth. We are committed to fostering collaboration, supporting diversity of thought, sharing expertise, and driving innovation. By championing best practices and encouraging open dialogue in investment advice, we empower firms and professionals to better serve clients and investors in an ever-evolving world. We offer our members premier professional development programs, specialized curriculums, invaluable thought leadership, and dynamic peer-to-peer networks.
Our membership spans wealth managers, asset managers, and solutions providers of all sizes, with professionals representing every functional area of the financial services ecosystem. Together, we are shaping the future of investment advice. Follow MMI on LinkedIn.
About Barron’s:
Barron’s is America’s premier financial magazine, known for its market-moving stories. Published by Dow Jones since 1921, it reaches an influential audience of professional fund managers, financial advisors, affluent individual investors, financial-services professionals, and senior corporate executives. With new content available every business day in digital form and every week in print, Barron’s provides readers with an intelligible recap of recent market action coupled with insights on what’s likely to happen in the market in the days and weeks to come. In addition, the Wealth & Asset Management Group’s annual series of exclusive conferences for financial advisors and investors is dedicated to identifying, enhancing, and expanding best practices in wealth management. As a result of these initiatives, Barron’s is the trusted financial-publishing brand that people active in the market turn to for information, ideas, and insights they can use to increase their professional success and enhance their personal, financial well-being.
Media Contact:
Kelly Caporale
Executive Vice President, Chief Marketing Officer
Money Management Institute
646.868.8514
kcaporale@mminst.org
