2016 Winners

401(k) Retirement Plan Support Services:
Envestnet Envestnet Retirement Services (ERS)
401(k) Retirement Plan Support Services Technology:
Betterment for Business Betterment for Business
Asset Managers – Alternatives:
361 Capital The New Core Allocation: Long/Short Equity
Corporate Social Responsibility/Diversity:
Charles Schwab Investment Management CSIM’s Women’s Advancement Initiatives
Socially Responsible Investing (SRI)/Impact Investing:
Envestnet Envestnet’s Impact Investing Platform
Asset Manager – Social Media Leadership:
J.P. Morgan Funds Dare to Compare
Asset Managers – ETF Strategists:
CLS Investments Outcome Based Investment Approach
Asset Managers – ETFs:
John Hancock Investments ETF Research and Education Portal
Asset Managers – Equities:
Blackrock Minimum Volatility Challenge Tool
Asset Managers – Fixed Income:
Eaton Vance Laddered Investing Interest Rate Scenario Tool
Asset Managers – Real Estate (including REITs):
Cole Capital Advisor Educational Resources: FINRA 15-02
Asset Managers – Separate Accounts:
Pershing Lockwood – Managed360
Asset Manager – Thought Leadership – Product:
T. Rowe Price MarketScene App for Financial Advisors
Asset Manager – Thought Leadership Education:
State Street Global Advisors Addressing the Value Equation
Broker/Dealers (less than 1,000 Advisors) – Social Media Leadership:
Wedbush Securities Wedbush Social Media Engagement Campaign
Broker/Dealers (less than 1,000 Advisors) – Transition Support:
Summit Brokerage eLaunch
Broker/Dealers (less than 1,000 Advisors) – Service:
NEXT Financial Group Advisor Training and Coaching Program – ELITE (Essential Lessons for Investment Training Excellence)
Broker/Dealers (less than 1,000 Advisors) – Technology:
Janney Montgomery Scott LLC Financial Aggregation
Broker/Dealers (less than 1,000 Advisors) – Practice Management:
The Investment Center Advisor Marketing Coaching Program
Broker/Dealers (1,000+ Advisors) – Corporate Social Responsibility/Diversity:
Commonwealth Financial Network Birthday Wishes
Broker/Dealers (1,000+ Advisors) – Practice Management:
Securities America Next Level with Revenue Diagnostics
Broker/Dealers (1,000+ Advisors) – Technology:
Raymond James Client Reporting	Edward Jones Two-way Texting with Clients
Broker/Dealers (1,000+ Advisors) – Service:
Kestra Financial Effortless Experience
Broker/Dealers – Thought Leadership:
Charles Schwab The Schwab ETF OneSource 2016 ETF Industry Outlook
Compliance/Law Firms:
MarketCounsel MarketCounsel and the Hamburger Law Firm + MarketCounsel Summit
Custodians (Emerging – Less Than $25 Billion) – Technology:
Millennium Trust Company MAIN
Custodians ($25 Billion or More) Corporate Social Responsibility/Diversity:
TDAmeritrade NextGen Initiative
Custodians ($25 Billion Or More) – Practice Management:
Charles Schwab: Schwab Advisor Services Schwab Advisor Services Insight to Action Program – Creating a Referral Culture (CRC)
Custodians ($25 Billion Or More) – Transition Support:
Pershing LLC, a BNY Mellon Company Strategic Banking and Liability Management Solutions to Manage Clients’ Wealth
Custodians ($25 Billion Or More) – Technology:
Pershing, a BNY Mellon company Pershing’s Retirement Plan Network
Custodians ($25 Billion or More) – Custodian Social Media Leadership:
SEI Practically Speaking – SEI Social Media Program
Custodians ($25 Billion or More) – Custodian Thought Leadership:
Fidelity Investments Fidelity Helps Industry Build an Army of eAdvisors
Disruptors – Technology:
Artivest Artivest Platform Enables Financial Advisors to Better Serve HNW with Private Alts
Disruptors – Industry:
United Capital Financial Advisers, LLC. FinLife Partners Platform
Family Offices – Thought Leadership:
Fidelity Investments Fidelity Provides Research and Insights on Family Office Executive Compensation
Industry Associations:
IMCA New IMCA Applied Behavioral Finance Certificate Program
Hedge Funds/Private Equity:
CAIS CAIS strengthens partnership with Fidelity to offer increased access to PE and hedge funds; adds Mercer institutional PE from Mercer to platform
Insurance Service:
Transamerica Financial Planning in the Shadow of Dementia
Insurance Technology:
MetLife Interactive Income Tool
Investment Banks/Lenders/Succession Planning Consultants:
Live Oak Bank Advisor to Owner: Enabling internal succession
TAMPs:
Envestnet Envestnet’s Platform
Trusts:
TD Ameritrade Institutional Advisors Private Wealth Trust
Account Aggregation:
SS&C Advent Black Diamond True Client-Ready Data
Client Portals:
eMoney Advisor Innovation – New Application and Innovation – Platform
Compliance:
First Rate, Inc. ExecView – Managing Oversight of Client Outcomes Firm-wide
Corporate Social Responsibility/Diversity:
First Rate, Inc. First Rate Living – Making an Impact with Corporate Values
Technology Providers – CRM:
Salesforce Transforming the Client-Advisor Relationship for the Digital Age with Salesforce Financial Services Cloud
Digital Advisors (Robo):
FolioDynamix FolioDynamix/VisX Solutions: Integrating a ‘robo’ offering in a single platform with UMA, SMA, MF/ETF and Rep as Manager accounts
Financial Planning:
PIEtech, Inc. myMoneyGuide Planning Experience
Document Management:
Laserfiche Laserfiche 10
Innovation – New Applications
Vestmark Vestmark Manager Marketplace
Innovation – Platform:
eMoney Advisor eMoney Platform
Portfolio Management, Accounting and Performance Reports:
Orion Advisor Services Orion Business Intelligence
Rebalancing:
Envestnet \| Tamarac Envestnet \| Tamarac Advisor Rebalancing
Risk Tolerance/Client Profiling:
Riskalyze Riskalyze
Technology Social Media Leadership:
Hearsay Social Hearsay Social: Predictive Social Media Technology for Advisors
Technology Thought Leadership:
Morningstar Financial Services Observer: The U.S. Department of Labor’s Fiduciary Rule for Advisors Could Reshape the Financial Sector
Wealth Reporting/Personal Financial Managers:
Wealth Access, Inc. PFM for Advisors

2019 Sponsors