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WealthManagement.com Acknowledges High Firms at 2023 Business Awards


WealthManagement.com introduced the winners for the 2023 WealthManagement.com Business Awards (the “Wealthies”) Thursday night time throughout a black-tie awards gala on the Ziegfeld Ballroom in New York Metropolis.

Now in its ninth 12 months, the WealthManagement.com Business Awards is the one awards program to honor excellent achievements by corporations, organizations and people that help monetary advisor success. This 12 months, 91 awards have been introduced to 80 corporations from a pool of 253 finalists.

View the listing of winners

“A record-breaking variety of nominations have been submitted in 2023, with over 1,000 entries acquired from greater than 400 corporations,” stated David Armstrong, Director of Editorial Technique and Operations, Wealth Administration Group – Informa Join. “The Business Awards program has considerably expanded in scope within the 9 years because it started, however the mission stays the identical: To acknowledge and have fun the excellent initiatives undertaken by corporations and people that contribute to the success of monetary advisors of their companies and foster improved outcomes for his or her purchasers.”

A panel of impartial judges made up of high names within the {industry} decided the winners. The very best in every class have been chosen based mostly on quantitative measures of their initiatives—reminiscent of scope, scale, adoption and have set—together with qualitative measures, reminiscent of innovation, creativity and new strategies of supply.

The awards program was expanded in 2023 to acknowledge organizations who’re pioneering innovation in platforms for advisor help and investing, in addition to direct indexing, securities-based lending, advertising and marketing automation and retirement revenue. And for the second straight 12 months, particular person awards paid tribute to up-and-comers at RIA companies. See the listing of 2023 RIA Rising Star Honorees.

The massive winners this 12 months have been Orion Advisor Options, incomes 4 awards, and Cambridge Funding Analysis and Mercer Advisors, who every walked away with three. Different a number of winners included CAIS, Constancy Investments, Prospera Monetary Providers and SMArtX Advisory Options. Awards have been additionally handed out recognizing particular person CEOs, CMOs, CTOs, Innovators, M&A Leaders and Thought Leaders.

Armstrong (who, as at all times, was the night’s grasp of ceremonies, alongside Managing Editor Diana Britton; WMRE Writer Marianne Rivera; and Mark Bruno, managing director, Wealth Administration at Informa Join) careworn how this awards ceremony is exclusive by recognizing these corporations and people that assist advisors higher help purchasers.

“This 12 months’s winners hail from numerous sorts of companies, but all of them share a typical trait—they’re the architects behind the packages, instruments and platforms that empower monetary advisors to develop their companies, improve shopper service, and elevate the monetary prospects and high quality of life for tens of millions of buyers,” Armstrong stated.

The 2023 awards occasion program kicked off with senior executives at finalist corporations collaborating in daytime CEO and CTO panel periods, adopted by know-how roundtable discussions and networking on the Westin Occasions Sq. in New York Metropolis. The afternoon session was enriched with two invitation-only suppose tanks: The EDGE DEI&B Suppose Tank addressed recruiting, mentoring and empowering expertise from underrepresented teams, and highlighted how individuals and their organizations are efficiently creating cultures of inclusion and belonging; and the RPA Edge Suppose Tank connecting decision-makers from throughout the RPA and wealth administration {industry} ecosystems in an intimate gathering designed to assist reshape the way forward for retirement plan recommendation.

Greater than 500 {industry} executives and group members from main asset administration companies, RIAs, dealer/sellers, custodians, know-how suppliers and different industry-related corporations attended the night crimson carpet, cocktail reception and black-tie awards ceremony on the Ziegfeld Ballroom.

In the course of the night ceremony, the awards program additionally acknowledged the nice work being executed by Basis For Monetary Planning in bringing high quality professional bono monetary recommendation to probably the most financially-vulnerable members of our society—together with wounded veterans, home violence survivors, struggling single dad and mom, folks with most cancers and lots of extra.

An entire itemizing of the 2023 Business Awards finalists, winners and their initiatives will be present in a particular WealthManagement.com Finest-of-the-Finest digital version.

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