Ziegfeld Ballroom, New York
Now in its eighth year, the WealthManagement.com Industry Awards is the only awards program to honor outstanding achievements by companies, organizations and individuals that support financial advisor success.
On September 8th, 105 awards were presented to 84 companies from a pool of 225 finalists.
Winners were selected based on quantitative measures of their initiatives—including scope, scale, adoption and feature set—along with qualitative measures such as innovation, creativity and new methods of delivery. This year’s awards program was expanded to recognize organizations that are pioneering innovation in retirement planning and charitable giving, as well as progressive companies who are advancing the integration and implementation of digital assets. And for the first time, individual awards paid tribute to up-and-comers at RIA firms.