Highlighting the 2022 Awards Winners and Wealthies Circle Members |
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Structured Outcome ETFs (TrueShares ETFs), Climate/ESG ETF (KraneShares), Expanded ETF Offerings (WisdomTree), Sustainable Solutions ETFs Launch (Janus Henderson Investors), Inflation Sensitive ETF (AXS Investments), Defined Outcome ETF (Innovator ETFs), Democratizing Access to Better Portfolios (Simplify), Digital Asset Fund Expansion (VanEck) |
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Broker-Dealers (Fewer Than 1000 Advisors) |
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| Tim Edwards and David Stringer |
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A|3 Collective (Bernstein Private Wealth Management) |
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Automated Client Review Book Service (Bernstein Private Wealth Management), Financial Planning Masterclass Series (Janney Montgomery Scott) |
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| DEI Training and Certificate Program |
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Education Campaign (Alliance for Lifetime Income) |
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Investment Banks/Lenders/Succession Planning Consultants |
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| Nextgen Financing and Education |
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Enterprise Value Consulting and M&A Advisory (Wise Rhino Group) |
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Retirement Depression Video Campaign (Idea Decanter & Kalli Collective), Income Investing Through Social Media Campaign (Intention.ly), Wealth Access Customer Data Platform Campaign (Three Crowns Copywriting and Marketing), #ETFintwit #Top50 (Content 151), NAPFA Playbook (Impact Communications, Inc.) |
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| Systematic Client Engagement |
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| Orion Vision: Transforming Alternative Asset Data Management Through Technology |
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| Next-Generation Workflow Experience |
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Back Office Support Systems (Hubly), Automation Platform (CogniCor), Billing Enhancements (Panoramix), Custodial Integrations (benjamin) |
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Web Based Options Dashboard (Option Research & Technology Services) |
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BLOXX Platform (aixigo AG), Panoramix Pro (Panoramix), A Star is Born Named Zephyr (Zephyr), Aggregation Platform (AltExchange), Platform Enhancements (Advyzon) |
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