WINNER - Family Office Investment Study

The Fidelity Family Office Investment Study included 111 respondents from across the US, representing over $180B in AUM. The study focused on several key areas for family offices as they balance increased cost and complexity, including asset allocation, fees, office structure, and staffing... LEARN MORE

WINNER - Reinventing Business Management

CFO Services offers full-scale, in-house business management services to ultra-high net worth clients. AdvicePeriod now offers Entity Management, Bill Pay, Financial Reporting, and Real Estate portfolio management... LEARN MORE

FINALIST - Enhanced Investment Consulting Services

Key Family Wealth’s enhanced Family Office and Investment Consulting Services include: Family Legacy Services, Guided Discovery: Reporting, and Business Value Optimization Services... LEARN MORE

WINNER - Enhanced Subscribe® Annuity Order Entry Platform

The enhanced platform includes ways to allocate variable annuity sub account vehicles within BNY Mellon | Pershing’s managed account proposal system, support networking issued contracts to brokerage, billing...LEARN MORE

FINALIST - Commission-Free Insurance and Annuity Platform for RIAs

DPL Financial Partners is the leading RIA insurance network that brings low-cost, commission-free insurance solutions from a variety of the nation’s top carriers to RIA practices...LEARN MORE

FINALIST - Turnkey Insurance Management Platform for RIAs

DPL Financial Partners has developed a Turnkey Insurance Management Platform to empower fee-only advisors to deliver enhanced client value and better compete with commission-free insurance... LEARN MORE

FINALIST - DASH Site

In July 2019, Jackson launched its Retirement Expense Calculator Tool on the Digital Advisor Success Hub, which is designed to help advisors effectively project their clients’ retirement expenses based on the federal government’s Consumer Expenditures Survey data...LEARN MORE