Money Management Institute

Congratulations to Cohen & Steers’ Real Assets Compass for winning the MMI/Barron's Industry Award for Digital Innovation among asset manager firms! This interactive tool is designed to help financial advisors and institutional investors enhance their portfolio’s risk-return profile by incorporating real estate investments.? https://lnkd.in/eUHvKDTw #MMIIndustryAwards?? ? Paul Zettl

#MMInsight hit your inbox this morning! This week's edition features: ? Results from our Advisory Pulse Survey with Broadridge ? Advisory insights with Robert Battista, CFA, Izaak Mendelson, CFP?, and Russell Tipper ? Mentorship opportunities for the next Leadership Pathway by Money Management Institute class ? And more! Not subscribed yet? Sign up now to receive the latest #MMINews:?https://bit.ly/3cCPBGN #IndustryUpdates #EngageWithUs

Congratulations to Blackstone for winning the MMI/Barron's Industry Award for Asset Manager of the Year (with an AUM of More than $100 Billion)! Blackstone Private Wealth Solutions is a division of Blackstone dedicated to providing private market investment opportunities to individual investors and smaller institutions. The platform offers access to a wide range of private market investments, including private equity, real estate, infrastructure, and private credit.??? https://lnkd.in/eUHvKDTw #MMIIndustryAwards? ? Kelly Klobucar Chandler Aitken Colleen McGann Nate Robards Pedro Macedo Sheila Rapple

Join us this Giving Tuesday in supporting the next generation of talent. The Gateway Foundation, through its Fund-a-Fellow program, is making strides in providing underrepresented financial services professionals with access to opportunities like attending Money Management Institute’s biggest conference of the year, the #MMIAnnualConference. Hear from Fran Walker on how this impacted her career journey. Only 21 days to go, donate now:? https://lnkd.in/eEjXWz5g? #GivingTuesday #DiversityInFinance #DEI #FundAFellow #MMIGateway #ProfessionalDevelopment??

Congratulations to Clark Capital Management Group for winning the MMI/Barron's Industry Award for Asset Manager of the Year (with an AUM Between $25 Billion - $100 Billion)! Clark Capital’s “Employee-Owned, Independent Asset Manager Defies Industry Trends,” is being recognized for providing ownership to all employees and strengthening their commitment to being a family- and employee-owned independent asset manager.???? https://lnkd.in/eUHvKDTw #MMIIndustryAwards Brendan Clark, CFA Patty Quinn McAuley, CFP?

Money Management Institute honors all who have served our country. Executive IQ is proud to spotlight and recognize current cohort participant Mike Kell (iCapital) for his service and contributions. ? #VeteransDay #Veteran #MMIExecutiveIQ #ProfessionalDevelopment #LeadershipDevelopment #InvestmentManagement #WealthManagement #AssetManagement

Kudos to StepStone Private Wealth for being MMI/Barron's Asset Manager of the Year (with an AUM of Less than $25 Billion) Industry Award winner! The StepStone Private Infrastructure Fund (STRUCTURE) seeks to provide current income and long-term capital appreciation by offering investors access to a global investment portfolio investing in a range of private infrastructure investments that vary across industry sectors.??? https://lnkd.in/eUHvKDTw #MMIIndustryAwards?? ? Bob Long

Gathering #alternativeinvestment assets from retail channels will continue to be an uphill battle. Understand what it will take to drive adoption in a shifting distribution landscape. Join Cerulli Associates, The Carlyle Group, and LPL Financial as they share their perspectives on the past, present, and future state of #retailinvestor demand for alternative investments, including the vehicles #assetmanagers are considering and the impact of strategic partnerships forming amongst managers to bring alternatives down market.?Save your spot today: https://lnkd.in/egNgTwXK Money Management Institute Bing Waldert Daniil Shapiro, CFA

Congratulations to Morgan Stanley Wealth Management for winning the MMI/Barron's Industry Wealth Manager Platform of the Year! The Morgan Stanley Wealth Management (MSWM) Select UMA Platform is designed to simplify the investment process and provide comprehensive asset management. The platform offers tailored asset allocation advice aligned with client goals and risk tolerance.? https://lnkd.in/eUHvKDTw #MMIIndustryAwards?? ? Kara Julian Chris Scott-Hansen?

Let the celebrations continue! You can view a roundup of all the winners of the esteemed MMI/Barron's Awards that were announced earlier this month, below. Congratulations?to Franklin Templeton, Morgan Stanley, Osaic, Blue Owl Capital, iCapital, Raymond James, Bank of America Merrill Lynch, Morgan Stanley Wealth Management, StepStone Private Wealth, Clark Capital Management Group, Blackstone, Cohen & Steers, Adhesion Wealth Advisor Solutions, and SMArtX Advisory Solutions.