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The WealthManagement.com Industry Awards program has been designed to recognize the companies and organizations that support financial advisor success.

By recognizing outstanding achievement in the industry, the WealthManagement.com Industry Awards program 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.   Read More

View the Finalists

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Award Categories
Subcategories

Award Categories
Subcategories

Award Categories
Subcategories

Subcategories

Award Criteria

  • A new technology innovation or category that will change how wealth management is delivered in the future
  • Initiatives can include areas such as technology innovation, process enhancements, new methods of delivery, etc.
  • Criteria include quantitative measures—such as specific feature set, usage, potential, scope, scale, etc.—along with qualitative measures such as innovation, creativity, new methods of deployment, etc.

Award Criteria

  • A new initiative or program, or an enhancement to an existing platform, that improves advisors’ understanding, usage and management of insurance programs/products/platforms.
  • Initiatives can include areas such as research tools, practice management programs, wholesaler support, service improvements, technology enhancements, etc.
  • Criteria include quantitative measures—such as scope, scale, usage, adoption, advisor survey scores, etc—along with qualitative measures such as innovation, creativity, new methods of deployment, etc.

Award Criteria

  • A new initiative or program, or an enhancement to an existing platform, that improves advisors’ understanding, usage and management of trust programs/products/platforms.
  • Initiatives can include areas such as research tools, practice management programs, wholesaler support, service improvements, technology enhancements, etc.
  • Criteria include quantitative measures—such as scope, scale, usage, adoption, advisor survey scores, etc—along with qualitative measures such as innovation, creativity, new methods of deployment, etc.

Award Criteria

  • A new initiative, program, platform or industry content that leverages new social media communication channels to improve advisors' ability to interact with clients, gather intelligence, and better serve their clients.
  • Initiatives can include areas such as social media integrations, communication campaigns, service integrations, etc.
  • Criteria include quantitative measures—such as specific feature set, usage, potential, scope, scale, etc.—along with qualitative measures such as innovation, creativity, new methods of deployment, etc.

Award Criteria

  • A new initiative or program, or an enhancement to an existing platform, that improves advisors’ understanding, usage and portfolio management via a TAMP model.
  • Initiatives can include areas such as research tools, practice management programs, wholesaler support, service improvements, technology enhancements, etc.
  • Criteria include quantitative measures—such as scope, scale, adoption, usage, feature set, advisor survey scores, etc.—along with qualitative measures such as innovation, creativity, new methods of employment, etc.

Award Criteria

Subcategories

Award Criteria

  • A new initiative, program, platform or industry content that will move the industry forward.
  • Initiatives can include areas such as diversity programs, women’s initiatives, next generation of advisor/client, succession planning solutions, etc.
  • Criteria include quantitative measures—such as specific feature set, usage, potential, scope, scale, etc.—along with qualitative measures such as innovation, creativity, new methods of deployment, etc.

Award Criteria

  • A new initiative or program, or an enhancement to an existing platform, that improves advisors’ understanding, usage and management of trust programs/products/platforms.
  • Initiatives can include areas such as research tools, practice management programs, wholesaler support, service improvements, technology enhancements, etc.
  • Criteria include quantitative measures—such as scope, scale, usage, adoption, advisor survey scores, etc—along with qualitative measures such as innovation, creativity, new methods of deployment, etc.