Money Management Institute Announces Winners for 2020 Member Recognition Awards

Friday, October 30, 2020

New York, October 30, 2020—The Money Management Institute (MMI) announced the winners of its 2020 Member Recognition Awards at the MMI Annual Conference earlier this month. The Member Recognition Awards are split into three categories and honor companies that have gone above and beyond to broaden MMI’s reach within their firm to help colleagues connect, know and grow — the foundation of MMI’s areas of strategic focus. The award winners are selected through a quantitative approach based on the firms that have connected the most with MMI’s offerings through attending its conferences, engaging in its educational resources, participating in committees, providing and consuming data, contributing to MMI’s Journal of Investment Advisory Solutions, and more.

The winners in the three award categories this year are:

The Chairman’s Award: Morgan Stanley Wealth Management This award recognizes a firm that has been a member for more than five years, for its embodiment of MMI principles.

The President’s Award: Artivest This award recognizes a firm that has been a member for less than five years, for its success in broadly engaging associates with MMI’s offerings.

The Governor’s Award: Morningstar This award recognizes a solutions provider for its continued support of MMI’s initiatives to promote growth and learning within the advisory solutions industry.

“On behalf of the MMI officers, executive committee, and the board, we congratulate Morgan Stanley, Artivest, and Morningstar and are pleased to have them as distinguished MMI members,” said Craig Pfeiffer MMI President & CEO. “Through their incredible engagement and support, MMI is able to expand our reach and provide resources to more individuals within our industry.”

About Money Management Institute (MMI):
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

Kelly Caporale, Money Management Institute,, (646) 868-8514
Paul Merchán, Peppercomm,, (212) 931-6172