WINNER - Neurodiversity@Work Program

In Fall 2019, SEI expanded the Autism@Work program to include more members from the neurodiverse community, not just those on the Autism Spectrum. The program was renamed Neurodiversity@Work...LEARN MORE

FINALIST - Generation Next: Addressing the RIA industry's Talent and Diversity Challenges

TD Ameritrade surveyed more than 2,000 advisors, undergraduates, university administrators and prospective career-changers to find out how the RIA profession...LEARN MORE

WINNER - Alternative Investment Marketplace

The Schwab Alternative Investment Marketplace ^TM platform, launched in October 2019, aims to deliver a modern and efficient alternative investing experience for RIAs... LEARN MORE

FINALIST - Alternative Investments and Retirement Income

In September of 2019, Pershing published a thought leadership article pointing out that advisors should be considering alternative investments in retirement portfolios to provide diversification and protection against market volatility...LEARN MORE

WINNER - Veo One Upgrade: Better, Stronger, Faster

It’s not easy to replace a legend, but Veo One represents a significant upgrade from the innovative and popular Veo Open Access. A next-generation custody platform, Veo One consolidates an advisor’s many technology tools...LEARN MORE

FINALIST - Wealthscape Onboarding Experience

This integrated workflow for opening, funding and establishing features in accounts streamlines advisors’ day-to-day work – and their clients’ user experience – allowing them to focus more on adding greater client value...LEARN MORE

FINALIST - Account Opening Process

With the launch of LPL’s New Account Opening 2.0 tool, shortly followed by the full integration with LPL’s proposal generation tool powered by Advisory World, the workflow associated with turning prospects into clients is now an end to end experience...LEARN MORE