401(k) Retirement Plan Support Services:
Envestnet
Envestnet Retirement Services (ERS)
Pershing
Pershing’s Retirement Plan Network
TD Ameritrade Institutional
TD Ameritrade Retirement Plan
401(k) Retirement Plan Support Services Technology:
Betterment for Business
Betterment for Business
CircleBlack
Compliant & Fiduciary Advice
on Clients’ 401(k)’s
The Advisor Lab, a PCS company
401(k) Reporting and Benchmarking Center
Asset Managers – Alternatives:
361 Capital
The New Core Allocation: Long/Short Equity
Flexible Plan Investments, Ltd.
All-Terrain strategies
Corporate Social Responsibility/Diversity:
Charles Schwab Investment Management
CSIM’s Women’s Advancement Initiatives
Sheridan Road
Charitable Foundation
Socially Responsible Investing (SRI)/Impact Investing:
Flexible Plan Investments Ltd
For A Better World strategy
Envestnet
Envestnet’s Impact Investing Platform
Athena Capital Advisors LLC
Social Finance and the Postmodern Portfolio: Theory and Practice
Asset Manager – Social Media Leadership:
Atlantic Trust
Social Media Leadership
Eaton Vance
The Advisory Blog
361 Capital
Balanced Social Media Approach
Aberdeen Asset Management
10 Golden Rules/7 Deadly Sins Campaign
J.P. Morgan Funds
Dare to Compare
Asset Managers – ETF Strategists:
Capital Wealth Planning, LLC
CWP ETF Hedged Covered Call Strategy
CLS Investments
Outcome Based Investment Approach
ETF Model Solutions LLC
Enhanced Benchmark for Today’s Portfolios
Asset Managers – ETFs:
John Hancock Investments
ETF Research and Education Portal
Charles Schwab Investment Management
Fundamental Index ETFs
Asset Managers – Equities:
RidgeWorth Investments
New Fund Launch: RidgeWorth Capital Innovations Global Resources and Infrastructure Fund
Blackrock
Minimum Volatility Challenge Tool
Asset Managers – Fixed Income:
Blackrock
New Price Yield Calculator for Fixed Income ETFs
Eaton Vance
Laddered Investing Interest Rate Scenario Tool
Neuberger Berman
Dynamic Sector Allocation Chart for NB Strategic Income Fund
Asset Managers – Real Estate (including REITs):
Cole Capital
Advisor Educational Resources: FINRA 15-02
Inland Real Estate Investment Corporation
Financial Advisor Education
Asset Managers – Separate Accounts:
Eaton Vance
Custom Beta
Pershing
Lockwood – Managed360
Natixis
Retirement Spending Account
Envestnet
Quantitative Portfolios (QPs)
Asset Manager – Thought Leadership – Product:
Fidelity Investments
Portfolio Construction Thought Leadership Program
T. Rowe Price
MarketScene App for Financial Advisors
BlackRock
iRetire: Retirement Income Technology for Advisors
John Hancock Investments
John Hancock Investments – Market Intelligence
Asset Manager – Thought Leadership Education:
Goldman Sachs
EMPOWER
Guggenheim Investments
Guggenheim Investments – Thought Leadership
Cohen & Steers
Investor Education
Transamerica
Unlocking Social Security: The Keys to Making Your Benefits Work for You
Aberdeen Asset Management
Asset Manager – Thought Leadership
State Street Global Advisors
Addressing the Value Equation
Broker/Dealers (less than 1,000 Advisors) – Social Media Leadership:
NEXT Financial Group
Helping Advisors Obtain Business Through Social Media
Wedbush Securities
Wedbush Social Media Engagement Campaign
Broker/Dealers (less than 1,000 Advisors) – Transition Support:
The Investment Center
Full Service Transition Program
NEXT Financial Group
Making the Transition Easier
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)
CUNA Brokerage Services
Honors & Advisor Academy Training
Summit Brokerage
Summit Concierge Services (SCS)
Broker/Dealers (less than 1,000 Advisors) – Technology:
Summit Brokerage
MyDashboard
Janney Montgomery Scott LLC
Financial Aggregation
Wealthforge
Online Private Placements
Broker/Dealers (less than 1,000 Advisors) – Practice Management:
The Investment Center
Advisor Marketing Coaching Program
NEXT Financial Group
NEXT Portfolio Services – A Solution to the DoL Rule
Broker/Dealers (1,000+ Advisors) – Corporate Social Responsibility/Diversity:
Commonwealth Financial Network
Birthday Wishes
Voya Financial Advisors
Voya Financial Awards Scholarship for Veterans and Their Spouses
Broker/Dealers (1,000+ Advisors) – Practice Management:
Securities America
Next Level with Revenue Diagnostic
Voya Financial Advisors
Hybrid Registered Investment Advisory (RIA) Platform
Cetera
Wealth Management Education Platform
Broker/Dealers (1,000+ Advisors) – Technology:
Commonwealth Financial Network
1-Click Review
Ladenburg Thalmann
$ymbil
Securities America
New Business Solutions
Raymond James
Client Reporting
Edward Jones
Two-way Texting with Clients
Broker/Dealers (1,000+ Advisors) – Service:
Kestra Financial
Effortless Experience
Cetera
RightBRIDGE
Broker/Dealers – Thought Leadership:
Charles Schwab
The Schwab ETF OneSource 2016 ETF Industry Outlook
Sigma Financial
C-ID Program
Compliance/Law Firms:
RIA in a Box
Launch of New MyRIACompliance RIA Compliance Software
MarketCounsel
MarketCounsel Summit
Custodians (Emerging – Less Than $25 Billion) – Technology:
Betterment Institutional
Betterment Institutional
Millennium Trust Company
MAIN
Shareholder Service Group
SSG Technology and Advisors Advantage Program
Custodians ($25 Billion or More) Corporate Social Responsibility/Diversity:
Charles Schwab: Schwab Advisor Services
RIA Talent Advantage Recruitment Playbook
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)
TD Ameritrade Institutional
Driving Business Performance Through Efficiency
Fidelity Investments
Fidelity Research and Insights Provide Advisors with Greater Transparency on M&A and Succession Planning
Custodians ($25 Billion Or More) – Transition Support:
Pershing LLC, a BNY Mellon Company
Strategic Banking and Liability Management Solutions to Manage Clients’ Wealth
TD Ameritrade Institutional
TD Ameritrade Transition Services
Pershing Advisor Solutions LLC
Bulk eSignature
Custodians ($25 Billion Or More) – Technology:
Pershing, a BNY Mellon company
Pershing’s Retirement Plan Network
TD Ameritrade Institutional
Veo Open Access
Custodians ($25 Billion or More) – Custodian Social Media Leadership:
TDAmeritrade
Human Finance Project
SEI
Practically Speaking – SEI Social Media Program
Custodians ($25 Billion or More) – Custodian Thought Leadership:
TD Ameritrade Institutional
RIA Industry Advocacy
Fidelity Investments
Fidelity Helps Industry Build an Army of eAdvisors
Pershing, a BNY Mellon company
“Women: Investing with a Purpose” Thought Leadership Campaign
SEI
SEI Thought Leadership Program
Disruptors – Technology:
Hearsay Social
Hearsay Social: Empowering Advisors  in the Digital Age
Artivest
Artivest Platform Enables Financial Advisors to Better Serve HNW with Private Alts
RAGE Frameworks, Inc.
LiveWealth – Active Advising
Disruptors – Industry:
Eaton Vance
NextShares
XY Planning Network
XY Planning Network
United Capital Financial Advisers, LLC.
FinLife Partners Platform
Envestnet
Envestnet’s Unified Platform
Family Offices – Thought Leadership:
Fidelity Investments
Fidelity Provides Research and Insights on Family Office Executive Compensation
Athena Capital Advisors LLC
Social Finance and the Postmodern Portfolio: Theory and Practice
Atlantic Trust
Family Office Thought Leadership
Industry Associations:
RIIA
The View Across the Silos
Financial Services Institute
FSI CoveredAdvisor Plan
IMCA
New IMCA Applied Behavioral Finance Certificate Program
Hedge Funds/Private Equity:
Artivest
Artivest Private Equity Access Funds
CAIS
CAIS strengthens partnership with Fidelity to offer increased access to PE and hedge funds; adds Mercer institutional PE from Mercer to platform
SmartVision by eVestment
Leading Global Provider of Hedge Fund data.
iCapital
FinTech platform enabling advisor access to private equity and hedge fund investments, Research about SFO investments in private equity
Insurance Service:
Chubb
New Class of Personal Insurance
Transamerica
Financial Planning in the Shadow of Dementia
Insurance Technology:
MetLife
Interactive Income Tool
PURE Insurance
PURE CyberSafe Solutions
Sammons Retirement Solutions Inc.
PracticeWellTM Adviser Success Strategies Program
Investment Banks/Lenders/Succession Planning Consultants:
ECHELON Partners
Equity Glide Path Program, Buyer Preparation Program
Live Oak Bank
Advisor to Owner: Enabling internal succession
PFI Advisors, LLC
PFI Advisors’ M&A Support Services
TAMPs:
Dynasty Financial Partners
Dynasty TAMP platform
SEI
ProcessWise – SEI’s Integrated Workflow Program
AssetMark, Inc.
Investing Evolved
Envestnet
Envestnet’s Platform
Buckingham Asset Management
Planning Center
Trusts:
TD Ameritrade Institutional
Advisors Private Wealth Trust
Atlantic Trust
Trust
Fiduciary Trust Company
Creation of a boutique trust company that offers comprehensive wealth management services
Account Aggregation:
SS&C Advent
Black Diamond True Client-Ready Data
Quovo
Integrations & Enhanced Client Portal
Morningstar
ByAllAccountsSM Personal Financial Management Portal for Advisors
Envestnet
Envestnet | Yodlee
Client Portals:
eMoney Advisor
Innovation – New Application and Innovation – Platform
SS&C Advent
Black Diamond Investor Experience – Boundary-Bending Client Portal
Citrix ShareFile
Portfolio Accounting Integration
Oranj
Oranj Interactive Client Portal
Wealth Access, Inc.
Aggregated Client Reporting
Compliance:
BasisCode Compliance
Software Platform for Compliance Consultants
Patrina Corporation
Patrina Compliance Suite
First Rate, Inc.
ExecView – Managing Oversight of Client Outcomes Firm-wide
Entreda
Software Platform for Compliance Consultants
Corporate Social Responsibility/Diversity:
First Rate, Inc.
First Rate Living – Making an Impact with Corporate Values
Morningstar
Morningstar Research Report: Fund Managers by Gender
Technology Providers – CRM:
Junxure
Junxure Cloud CRM Enhancements
Grendel
Custom Object Creation
Salesforce
Transforming the Client-Advisor Relationship for the Digital Age with Salesforce Financial Services Cloud
Digital Advisors (Robo):
Betterment
Betterment
Advisor Software, Inc.
Advisor Software Digital Advisor
NextCapital
New User Interface With Unreached Levels of Personalization
Riskalyze
Autopilot
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
FIS
WealthStation Client Web Tools
Advizr
Advizr Platform
Advicent Solutions
NaviPlan & Figlo: Financial Planning
Envestnet
Envestnet | Finance Logix
Document Management:
Albridge
Albridge PDF Capture
Laserfiche ECM
Laserfiche 10
Seismic
Seismic Workspace: The Virtual Document Collaboration Platform for Advisors
Innovation – New Applications
Laserfiche ECM
Laserfiche Business Process Library
Retiree Income
Income Solver Fills Retirement Income Gap in Advice
Vestmark
Vestmark Manager Marketplace
Advicent Solutions
Narrator Connect
Tradeweb Direct
Portfolio Solutions from Tradeweb Direct
Innovation – Platform:
eMoney Advisor
eMoney Platform
Hearsay Social
Hearsay Social: Empowering Advisors  in the Digital Age
Advizr
Advizr Platform
Enterprise Engineering, Inc.
EEI’s FS-API – the first API tailored to   the Financial Services Industry
Entreda
Unify for RIAs, B-Ds and B-D Reps – Automated Cybersecurity Governance, Risk and Compliance (GRC) Platform and service
Portfolio Management, Accounting and Performance Reports:
Orion Advisor Services
Orion Business Intelligence
Albridge
Performance Web Service Calls
Fiserv, Inc
Fiserv Develops New Technology Solutions to Support Rep-Driven Managed Account Programs on its Core Unified Wealth Platform
Envestnet | Tamarac
Envestnet | Tamarac Advisor View
Broadridge Financial Solutions, Inc.
New Offering: A Complete Investment Management Solution from the Global Leader in Financial Operations
FolioDynamix
FolioDynamix
Rebalancing:
TD Ameritrade Institutional
iRebal
Envestnet | Tamarac
Envestnet | Tamarac Advisor Rebalancing
Wealthminder
Wealthminder Rebalancing Features
MyVest
Advanced Tax-Aware Rebalancing
Tradeweb Direct
Portfolio Solutions from Tradeweb Direct
Risk Tolerance/Client Profiling:
FinaMetrica
Risk Tolerance Tool
Riskalyze
Riskalyze
Technology Social Media Leadership:
Hearsay Social
Hearsay Social: Predictive Social Media Technology for Advisors
Smarsh
Smarsh: The Archiving Platform: Support for More Social Media Content Types
Technology Thought Leadership:
Orion Advisor Services
Fuse Developer’s Conference
First Rate, Inc.
Client Engagement Thought Leadership
Morningstar
Financial Services Observer: The U.S. Department of Labor’s Fiduciary Rule for Advisors Could Reshape the Financial Sector
Junxure
‘Advisory Leadership’, by Greg Friedman, MS, CFP
Pershing, a BNY Mellon company
Advantages of the Emerging Digital Advisor
Wealth Reporting/Personal Financial Managers:
Oranj
Oranj Enhanced Analytics Notifications
Wealth Access, Inc.
PFM for Advisors
CircleBlack
Modern Technology for Tracking and Reporting on Client Holdings
Envestnet
Envestnet | Yodlee