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 |
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