The Wealth Management Industry Awards program recognizes the year’s best business initiatives meant to help financial advisors and investment managers build successful businesses and better guide their clients toward a secure and rewarding future.
These initiatives come in many different businesses, including asset management firms, custodians, brokerages, technology companies, valuation consultants, legal professionals and, increasingly from RIA firms themselves.
For advisors and wealth management executives—or even those looking for a broad snapshot of developments in the space—we think this volume represents a unique catalog of the year’s best programs and tools you may want to consider.
The ambition is to inspire more innovation from these providers and vendors for the benefit of the wealth management industry overall. Not every initiative here is right for every advisory team, of course. But even if the program simply provides a spark of interest that helps improve your business and results in better outcomes for your clients—we will consider it a success. |