Q. Can our organization enter more than one category?

Yes, you can submit nominations in more than one category and there is no limit to the categories you think are a fit.

Q. For the general categories, such as thought leadership, innovation, disruptors, social media, etc., who can submit a nomination?

Anyone can enter these categories. They are designed to apply to all organizations.

Q. Who are “non-custodial support platforms?

This category is designed for aggregators, roll-up firms or other advisor support platforms that are NOT a traditional asset custodian.

Q. What can I register for?

There are two options.

  • The full day that includes the executive forum, and the evening awards gala,
  • or the Awards Gala only.

There is no afternoon only registration.

Q. I have five attendees, but not all can make the full day, how should I register?

The best value is to register for 5 attendees or table of 5 for the f full day. The registration system will ask if they are attending both afternoon and evening.

For other questions, please email us at

eventsinfo@wealthmanagement.com