The Wealthmanagement.com Industry Awards program recognizes the year’s best business initiatives and role models meant to help financial advisors build better practices and more effectively serve their clients.

These initiatives come in many forms, and from many different kinds of businesses. But they all have this in common: They are meant to give financial advisors the tools, time and resources to better help clients manage their wealth—and meet their life goals.

Every year, firms that participate in the awards program submit descriptions and documentation about their most recent initiatives, and a team of independent judges selects the winners, which are announced at our annual awards gala in September.

This special edition presents all of the Finalist initiatives from the WealthManagement.com 2019 Industry Awards