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