WELCOME TO THE BEST OF THE BEST 2023! The Wealth Management Industry Awards program recognizes the year’s best business initiatives meant to help financial advisors and investment managers build successful businesses and better guide their clients toward a secure and rewarding future.
These initiatives come in many different businesses, including asset management firms, custodians, brokerages, technology companies, valuation consultants, legal professionals and, increasingly from RIA firms themselves.
They come in many different forms, including technology platforms, new products, operational tools, research reports, podcasts, and events.
Every year firms that participate in the awards program submit descriptions and documentation about their most recent initiatives (or upgrades to existing programs). A team of independent judges, each with expertise in different areas of the financial advisory ecosystem, goes through every submission and selects the ones that stand out as being most useful to advisors and beneficial to advisors’ clients. They vote for a winner, which is revealed at our annual gala.
While it’s nice to be a winner, all the finalists are worthwhile and, in different ways, move the ball forward for financial advisors. And all of them are included in this guide.
For advisors and wealth management executives—or even those looking for a broad snapshot of developments in the space—we think this volume represents a unique catalog of the year’s best programs and tools you may want to consider. The ambition is to inspire more innovation from these providers and vendors for the benefit of the wealth management industry overall. Not every initiative here is right for every advisory team, of course. But even if the program simply provides a spark of interest that helps improve your business and results in better outcomes for your clients—we will consider it a success.
David Armstrong Director of Editorial Strategy & Operations
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