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*New York Life Investments was named a finalist for the "Distribution Excellence" category in the 2025 MMI/Barron’s Industry Awards. The awards, presented jointly by the Money Management Institute (MMI) and Barron's, recognize firms that demonstrate innovation and leadership in the investment advisory industry. The "Distribution Excellence" category honors firms that provide exemplary and innovative advisor sales support both in the field and from the home office.
New York Life Investments did not directly compensate MMI or Barron's to be considered for this recognition. However, indirect compensation such as event sponsorship, paid subscriptions, or group membership fees may exist. The finalist designation was announced on July 21, 2025, and reflects activity and performance during the period of June 1, 2024, through year-to-date 2025.
The firm believes that the methodology used in determining this recognition was designed to allow equal opportunity for positive and negative feedback and was not structured to produce a predetermined result. For more information on the award and methodology, please visit: https://www.mminst.org/mmibarrons-industry-awards