WEALTHMANAGEMENT.COM 2019 INDUSTRY AWARDS

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401(okay)–RETIREMENT PLAN SUPPORT SERVICES

• 401(okay) Service
• 401(okay) Expertise

ASSET MANAGERS

• Options
• Chief Advertising and marketing Officer of the 12 months*
• Company Social Duty/Range
• Equities
• ETF Strategists
• ETFs
• Fastened Revenue
• Mannequin Marketplaces
• Actual Property (together with REITs)
• Separate Accounts
• Social Media Management
• Socially Accountable Funding (SRI)/Influence Investing
• Thought Management Advisor Schooling
• Thought Management Product Enhancement

BROKER/DEALERS
(Fewer than 1,000 Advisors)

• Company Social Duty/Range
• Chief Advertising and marketing Officer of the 12 months*
• Chief Expertise Officer of the 12 months*
• Follow Administration
• Service
• Social Media Management
• Expertise
• Thought Management
• Transition Help

BROKER/DEALERS
(1,000 Advisors or Extra)

• Company Social Duty/Range
• Chief Advertising and marketing Officer of the 12 months*
• Chief Expertise Officer of the 12 months*
• Follow Administration
• Service
• Social Media Management
• Expertise
• Thought Management
• Transition Help

COMPLIANCE/LAW FIRMS
CUSTODIANS (Rising – Lower than $25B)

• Different Asset
• Chief Advertising and marketing Officer of the 12 months*
• Chief Expertise Officer of the 12 months*
• Company Social Duty/Range
• Follow Administration
• Social Media Management
• Expertise
• Thought Management
• Transition Help

CUSTODIANS
(Established– $25B and Over)

• Different Asset
• Chief Advertising and marketing Officer of the 12 months*
• Chief Expertise Officer of the 12 months*
• Company Social Duty/Range
• Follow Administration
• Social Media Management
• Expertise
• Thought Management
• Transition Help

DISRUPTORS

• Business
• Expertise

FAMILY OFFICES

• Consumer Initiative
• Thought Management

HEDGE FUNDS/PRIVATE EQUITY
INDIVIDUAL RIA FIRM LEADERS

• CEO of the 12 months
• Innovator of the 12 months
• M&A Chief of the 12 months
• Thought Chief of the 12 months

INDUSTRY ASSOCIATIONS
INDUSTRY RESEARCH PROVIDERS
INSURANCE

• Service
• Expertise

INVESTMENT BANKS/LENDERS/SUCCESSION PLANNING CONSULTANTS

NON-CUSTODIAL RIA SUPPORT PLATFORMS

SUCCESSION/OWNERSHIP TRANSITION SERVICES – NONCUSTODIAN/BROKER/DEALER

TAMPs

• Mannequin Marketplaces
• TAMPs

TECHNOLOGY PROVIDERS

• Different Funding Platforms
• Blockchain/Cryptocurrency
• Chief Advertising and marketing Officer of the 12 months*
• Chief Expertise Officer of the 12 months*
• Compliance
• Consumer Onboarding/New Account Opening*
• Consumer Portals
• CRM
• Company Social Duty/Range
• Cyber Safety*
• Digital Advisors (Robo)
• Doc Administration
• Monetary Planning
• Innovation New Purposes
• Innovation Platform
• Mannequin Marketplaces
• Portfolio Administration, Accounting and Efficiency Reporting
• Rebalancing
• Danger Tolerance/Consumer Profiling
• Social Media Management
• Specialised Planning Purposes*
• Thought Management
• Unified (all-in-one) Techniques*
• Wealth Reporting/Private Finance Managers

TRUSTS

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