New York, NY, March 14, 2024 – The Money Management Institute (MMI) announced the winners of its 2024 Member Recognition Awards during the annual MMI Summit held this week in Aventura, Florida. 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 communities, providing and consuming data, contributing to MMI’s Journal of Investment Advisory Solutions, and more.
The winners of the 2024 Member Recognition Awards are:
The Chairman’s Award: This award recognizes a firm that embodies MMI’s principles and has been a member for more than five years.
Large Firm: Franklin Templeton
Small to Mid-Size Firm: Congress Asset Management
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: Harbor Capital Advisors
Small to Mid-Size Firm: Pacific Life
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.
Vestmark
“Our goal of empowering the professionals responsible for the success of our member firms can only be realized in partnership with these firms,” Craig Pfeiffer, MMI President & CEO said. “The ongoing commitment of our members enables us to deliver meaningful support, resources and education to help professionals across our membership connect, know and grow. On behalf of the MMI Officers, Executive Committee, and Board, we congratulate the five winning firms.
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 Contacts:
Paul Menchaca
Haven Tower Group
424.317.4871
pmenchaca@haventower.com
Kelly Caporale
Money Management Institute
646.868.8514
kcaporale@mminst.org
