MMI/Barron’s Industry Awards

DIGITAL INNOVATION

This category honors a new technological innovation (or specific enhancement to an existing platform or tool) that enhances the investor or advisor experience with advisory solutions.

Nominations should reflect digital technology solutions launched (or significantly enhanced) since June 2024 that improve the user experience, streamline business processes, increase advisor productivity/efficiency, or improve investor outcomes.

DISRUPTION

This category honors a groundbreaking new service or process that will fundamentally alter the future delivery of advisory solutions.

Nominations should reflect groundbreaking innovations launched (or significantly enhanced) since June 2024 that are disrupting the status quo and redefining how investment advice and solutions are delivered.

DISTRIBUTION EXCELLENCE

This category honors firms that provide exemplary and innovative advisor sales support both in the field and from the home office.

Nominations should reflect programs and activities launched (or significantly enhanced) since June 2024 that increase the impact and effectiveness of the field sales professional’s interactions and relationships with financial advisors.

DOING GOOD

This category honors firm-wide initiatives that actively contribute to the betterment of our communities and address specific needs within them.

These efforts should demonstrate a commitment to making a positive difference in the lives of those they serve.

Nominations should highlight community service projects, philanthropic endeavors, or awareness campaigns that have been initiated (or significantly strengthened) since June 2024.

INVESTMENT INNOVATION

This category honors groundbreaking innovative and impactful investment strategies and product innovations shaping the industry.

Nominations should showcase strategies or products launched (or significantly enhanced) since June 2024 demonstrating exceptional creativity, measurable market impact, and value to investors or businesses.

MARKETING CAMPAIGN OF THE YEAR

This category honors the most innovative, creative, and impactful marketing campaigns that have elevated brand visibility and made an impact on the industry.

Nominations should showcase marketing campaigns launched (or significantly refreshed) since June 2024 that have driven measurable results and have enhanced the brand recognition, identity and reputation of a product, brand or organization.

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.

Nominations should reflect original programs, campaigns, or content launched (or significantly enhanced) since June 2024 that drive the industry forward by increasing industry or investor awareness and understanding of key investment advisory and/or wealth management topics.

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.

Nominations should reflect platform features and capabilities launched (or significantly enhanced) since June 2024.

ASSET MANAGER OF THE YEAR (RETAIL ADVISORY AUM < $25 BILLION)

This category honors a smaller asset manager that exemplifies innovation in delivering better outcomes for investors and financial advisors.

Nominations should reflect product solutions, features, and capabilities launched (or significantly enhanced) since June 2024.

ASSET MANAGER OF THE YEAR (RETAIL ADVISORY AUM BETWEEN $25 - $500 BILLION)

This category honors a mid-size asset manager that exemplifies innovation in delivering better outcomes for investors and financial advisors.

Nominations should reflect product solutions, features, and capabilities launched (or significantly enhanced) since June 2024.

ASSET MANAGER OF THE YEAR (RETAIL ADVISORY AUM > $500 BILLION)

This category honors a larger asset manager that exemplifies innovation in delivering better outcomes for investors and financial advisors.

Nominations should reflect product solutions, features, and capabilities launched (or significantly enhanced) since June 2024.

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.

Nominations should reflect advisory technology solutions and advisory-related services launched (or significantly enhanced) since June 2024.