NEW YORK, NY, November 2, 2021 – The Money Management Institute (MMI) announced the winners of its 2021 Member Recognition Awards at the MMI Annual Conference on October 28th. 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 firms 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, in its educational resources, participating in committees, providing, and consuming data, and contributing to MMI’s Journal of Investment Advisory Solutions.
The winners in the three award categories this year are:
The Chairman’s Award: PIMCO
This award recognizes a wealth or asset management firm that has been a member for more than five years, for its embodiment of MMI principles.
The President’s Award: RBC Wealth Management – U.S.
This award recognizes a wealth or asset management firm that has been a member for less than five years, for its success in broadly engaging associates with MMI’s offerings.
The Governors’ Award: InvestCloud
This award recognizes a solutions provider for its continued support of MMI’s initiatives to promote growth and learning in the advisory solutions industry.
“On behalf of the MMI officers, executive committee, and the board, we congratulate PIMCO, RBC Wealth Management, and Financial Supermarket, InvestCloud 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. MMI is driven by our promise of increasing connections, knowledge, and growth for our members. We are dedicated to fostering professional relationships, sharing experiences, and expanding the industry’s influence through advocacy and education. MMI offers premier professional development programs, specialized curriculums, and facilitates peer-to-peer connections through our communities and conferences. As part of our longstanding commitment to diversity and inclusion, MMI’s Gateway Foundation provides clear pathways to entry and career advancement in the financial services industry for historically excluded and underrepresented groups. MMI member firms include wealth manager, asset manager and solutions provider firms of all sizes and professionals representing all functional areas. For more information, visit www.MMInst.org.
Kelly Caporale, Money Management Institute, firstname.lastname@example.org, (646) 868-8514