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WealthManagement.com Acknowledges Prime Corporations at 2022 Trade Awards


WealthManagement.com celebrated the winners of the 2022 WealthManagement.com Trade Awards (the “Wealthies”) Thursday evening throughout a black-tie awards gala on the Ziegfeld Ballroom in New York Metropolis. 

This yr, 105 awards had been offered to 84 firms and executives from a pool of 225 finalists for stellar achievements in supporting monetary advisor success.

“A record-breaking variety of nominations was submitted in 2022, with practically 1,000 entries acquired from greater than 350 firms,” mentioned Invoice O’Conor, Managing Director of WealthManagement.com. “The Trade Awards program has grown significantly in scope within the eight years because it started, however the mission assertion stays the identical: To acknowledge and have fun the perfect initiatives from firms and people that assist monetary advisors succeed of their companies and create higher outcomes for his or her shoppers. This yr’s winners signify many several types of corporations, however all of them have one factor in frequent: They’re creating the applications, instruments and platforms that monetary advisors use to construct their companies, higher serve their shoppers, and enhance the monetary prospects—and high quality of life—for thousands and thousands of individuals.”

A panel of impartial judges made up of prime names within the {industry} and led by WealthManagement.com Editor-in-Chief David Armstrong, decided the winners. The most effective in every class had been chosen based mostly on quantitative measures of their initiatives—corresponding to scope, scale, adoption and have set—together with qualitative measures, corresponding to innovation, creativity and new strategies of supply.

The awards expanded in 2022 to acknowledge organizations which are pioneering innovation in retirement planning and charitable giving, in addition to progressive firms who’re advancing the mixing and implementation of digital property. And for the primary time, particular person awards paid tribute to up-and-comers at RIA corporations.

Armstrong (who, as all the time, 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) harassed how this awards ceremony is exclusive by recognizing these firms and people that assist advisors higher assist shoppers.

“The several types of corporations that take part—asset managers, expertise firms, custodians, dealer/sellers and consultants—all share a standard objective: creating the applications, instruments and platforms that advisors use to enhance the monetary prospects of thousands and thousands of People,” he mentioned.

The 2022 occasion program kicked off with senior executives at finalist firms collaborating in daytime CEO and CTO panel periods, adopted by expertise roundtable discussions and networking on the InterContinental Occasions Sq.. The dwell night reception and awards ceremony was attended by about 650 {industry} executives from main asset administration corporations, RIAs, B/Ds, custodians, expertise suppliers and different industry-related firms.

The large winners this yr had been Carson Group, incomes 4 awards, and Orion, who walked away with three. Different a number of winners included Adhesion Wealth, Andes Wealth Applied sciences, Beacon Pointe Advisors, Cambridge Funding Analysis, Fiduciary Belief Firm, FMG Suite, Janney Montgomery Scott, LPL Monetary, Mercer Advisors, Nationwide, Prospera Monetary Providers, Raymond James, Russell Investments, Schwab, SMArtX Advisor Options and SS&C Black Diamond. Awards had been additionally handed out recognizing particular person CEOs, CMOs, CTOs, Innovators, M&A Leaders, Thought Leaders and Rising Stars.

The Wealthies additionally acknowledged the nice work being finished by the Basis For Monetary Planning in bringing high quality professional bono monetary recommendation to folks in disaster or want—notably navy veterans and victims of home abuse—and for its Professional Bono for Most cancers initiative.

Every of the 2022 Trade Awards finalist initiatives and firm profiles might be discovered on the WealthiesCircle.com content material platform, which can even present a gateway to the upcoming 2022 Wealthies Podcast Digital Boards paneled by senior executives at finalist and award-winning corporations.

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