The Plaza Hotel
768 5th Avenue, New York, NY 10019
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Dates for the Event
  • Executive Forum: October 11, 2017 Afternoon
  • Industry Awards: October 11, 2017 Evening
    • Nominations Open: March 8, 2017
    • Finalists Announced: May 26, 2017
    • Award Ceremony: October 11, 2017 *Black Tie Attire

Register to Attend

Now in its 3rd year, the 2017 Executive Forum and Industry Awards recognize the companies and organizations that support financial advisor success. It has as been expanded to include an afternoon program filled with keynote speakers, CEO panel discussions and breakout sessions covering prevalent issues around technology, asset management, broker/dealers and marketing — followed by our evening industry awards gala. Over 350 professionals attended the galas in 2016.

By recognizing outstanding achievement in the industry, the WealthManagement.com Industry awards will continue to inspire innovation and leadership among industry participants., creating an environment that will enable the industry to better support advisors in their roles as leaders to their clients and communities.

We invite you to join us in this process by encouraging your company or organization to complete a nomination application and tell us about the great things you are doing to help advisors do the best job they can for their clients.


  • Superior public relations exposure
  • Validates your marketing message
  • Thought leadership statement
  • Senior level networking

Foundation For Financial Planning