NEW YORK, NY, October 11, 2023—The Money Management Institute (MMI) announced the winners of its 2023 Member Recognition Awards during this year’s MMI Annual Conference. The Member Recognition Awards are split into five categories and honor companies that have gone above and beyond to broaden MMI’s reach within their firms.
The awardees are chosen through a quantitative approach based on the firms that have incorporated MMI’s strategic focus of helping colleagues connect, know and grow. These firms 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 five award categories this year are:
The Chairman’s Award
This award recognizes a firm that has been a member for more than five years,
for its embodiment of MMI principles.
Large Firm: Merrill Lynch
Small Firm/Mid-Size Firm: iCapital
The President’s Award
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.
Large Firm: Allspring Global Investments
Small Firm/Mid-Size Firm: CAIS
The Governors’ Award
This award recognizes a solutions provider for its continued support of MMI’s initiatives
to promote growth and learning within the advisory solutions industry.
Cerulli
“On behalf of the MMI Officers, Executive Committee, and Board, we offer our congratulations and deep appreciation to the five winning firms,” said Craig Pfeiffer MMI President & CEO. “Their unwavering commitment and support for MMI enables us to expand our outreach and provide more resources to individuals within the industry.”
About the 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 www.MMInst.org.
Media Contact:
Kelly Caporale, Money Management Institute, kcaporale@mminst.org, (646) 868-8514
