MMI/Barron’s Industry Awards

DIGITAL INNOVATION

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

Winner:
Bank of America Merrill Lynch – AI Powered Meeting Journey

DISTRIBUTION INNOVATION

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

Winners:
AllianceBernstein – AllianceBernstein Sales Enablement Team
T. Rowe Price - T. Rowe Price Dial-a-Note Custom GPT Follow-Up

DOING GOOD

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

Winner:
Core Spaces – Camp Out For Kids

INVESTMENT PRODUCT INNOVATION

This category honors groundbreaking and impactful investment strategies and product innovations that advance the investment advisory industry.

Winner:
Calamos Investments – Calamos Autocallable Income ETFs: Democratizing the largest segment of the structured product market

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.

Winner:
Nuveen – Invest Like the Future Is Watching

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.

Winner:
Raymond James Financial – Longevity Planning

WEALTH MANAGEMENT ADVISORY PLATFORM OF THE YEAR

This category honors a wealth management advisory platform that exemplifies innovation in delivering better outcomes for investors and financial advisors.

Winner:
Morgan Stanley – Morgan Stanley's Single Advisory Platform

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

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

Winner:
Tortoise Capital Advisors – Tortoise Capital Advisors

ASSET MANAGER OF THE YEAR (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.

Winner:
Calamos Investments – Calamos Autocallable Income ETFs

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

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

Winners:
Goldman Sachs Asset Management – Goldman Sachs MSCI World Private Equity Return Tracker ETF (GTPE) and the “Relentless” Active ETF Campaign
T. Rowe Price – Premier Global Active Manager: Advancing Advisor Outcomes Through Innovation in Active ETFs, Model Portfolios, Alternatives, and Retirement Income Solutions

TECHNOLOGY/SOLUTIONS PROVIDER OF THE YEAR – EMERGING TECHNOLOGIES

This category honors technology or service providers (for early-stage or niche technological innovations) that demonstrate strong potential to impact the investment advisory solutions industry.

Winners:
Fiduciary Exchange, LLC (FIDx) – Fiduciary Exchange, LLC (FIDx)
Vanilla – Estate Planning Platform

TECHNOLOGY/SOLUTIONS PROVIDER OF THE YEAR - TECHNOLOGY INTEGRATION

This category honors technology or service providers that excel at integrating multiple tools, services, or data sources to create seamless and comprehensive advisory ecosystems.

Winner:
CAIS – CAIS Enterprise Integration Suite