WINNER - Direct Indexing for High-Net-Worth Investors

CLS Investments designed and implemented our own direct indexing models, focused on high-quality firms that trade at reasonable prices, within custom HNW portfolios...LEARN MORE

FINALIST - Enhanced Allocation Series

The iSectors® Enhanced Allocation series is an innovative series of five target risk allocations including Income, Conservative, Balanced, Growth and Aggressive...LEARN MORE

WINNER - HSA for Advisors

The Fidelity HSA® is a full-service, open architecture brokerage account that is available in Wealthscape^SM, Fidelity’s advisor technology platform... LEARN MORE

FINALIST - First Semi-transparent Active ETFs

The new products, commonly known as semitransparent (or non-transparent) ETFs, will give investors a larger marketplace and more choice when selecting strategies...LEARN MORE

FINALIST - Fixed Income ETF Launch

The Schwab 1-5 Year Corporate Bond ETF (SCHJ) was one of only two cap-weighted investment grade corporate bond ETFs to launch in 2019 – a year with very few fixed income ETF launches...LEARN MORE

FINALIST - Defined Outcome Buffer ETFs

In the past year, Innovator has significantly grown its revolutionary Defined Outcome Buffer ETFs™ suite, expanding from 12 ETFs to 46 with nearly $3B AUM at the time of submission...LEARN MORE

FINALIST - ESG Portfolios

The Morningstar® ESG Asset Allocation Portfolios are a series of five diversified portfolios designed for investors who consider sustainable investing important to their financial goals...LEARN MORE

FINALIST - Orion Portfolio Solutions Unveils Biotech Investment Strategies

The strategy, which is available as a stock model (around 30 positions) or actively managed direct indexing strategy, focuses on selecting companies that are developing cutting edge treatments and vaccines for diseases...LEARN MORE

FINALIST - Personalized Portfolios CITs Improve Access and Outcomes

Personalized Portfolios is a managed account solution using Collective Investment Trust (CIT)s to bring the lowest cost and most efficient versions of investments...LEARN MORE

FINALIST - WBI Cy: Next-Gen Digital Wealth Management Platform

Cy is short for “Cyborg”, the next generation of Robo digital wealth management platforms, combining the power of digital and human advice...LEARN MORE

WINNER - Innovator Defined Outcome Buffer ETF Family Expansion

The Buffer ETFs™ are part of Innovator’s category-creating Defined Outcome ETF™ family – the first group of ETFs designed to provide investors exposure to the growth...LEARN MORE

FINALIST - Innovation ETF Suite

ARK worked to enhance and highlight its actively managed disruptive innovation equity ETF suite, including ARKK, in order to allow more investors to gain exposure to the highest growth segments of the economy....LEARN MORE