NEW YORK, Sept. 29, 2015 /PRNewswire/ -- Penton's WealthManagement.com, the leading digital resource for wealth advisors, has announced the winners for its 2015 Industry Awards, the first awards program to honor outstanding achievements by companies and organizations that support financial advisor success. The awards were presented at a black-tie ceremony at the Mandarin Oriental in New York City on September 24, 2015. View list of winners.
Thirty-seven winners were named from among 95 finalists. Nominations were submitted in the following categories: Asset managers, broker/dealers, custodians, disruptors, insurance, non-custodial RIA support platforms, social media, TAMPs, technology providers, and thought leadership.
Charles Schwab and Envestnet were the big winners of the night, each receiving three awards for various initiatives. Advent, Betterment Institutional, Prospera Financial Services and TD Ameritrade each walked away with two awards. Among the other well-known names receiving awards were Cetera, Fidelity, J.P. Morgan, Merrill Lynch, Morningstar and Raymond James.
A panel of judges made up of top names in the industry determined the 2015 award winners. Winners were judged based on quantitative measures of their initiatives—such as scope, scale, adoption and feature set—along with quantitative measures such as innovation, creativity and new methods of delivery.
"The WealthManagement.com Industry Award program is the first of its kind to recognize excellence among vendors and suppliers serving the final advisor community," said David Armstrong, WealthManagement.com editor-in-chief and awards program chair. "The role of the financial advisor has changed dramatically. They are no longer transaction-oriented sales people, but independent-minded, key partners guiding their clients' financial affairs. As such, an entire ecosystem of firms and businesses has grown to support their efforts. Our awards program recognizes outstanding achievement, innovation and leadership among those firms."
By recognizing outstanding achievement in the industry, the WealthManagement.com Industry Awards inspire innovation and leadership among industry participants, creating an environment that will enable the industry to better support advisors in their roles as leaders to their clients and communities.
"Delivering outstanding advice to investors requires a strong network of industry expertise, superior products, top-notch service and innovative technology," stated William O'Conor, WealthManagement.com managing director. "So advisors need outstanding tools and resources to best navigate their clients toward their financial goals. The WealthManagement.com 2015 Industry Awards offers winners a unique public relations opportunity, validates marketing messages and provides an exceptional competitive leadership position."
A portion of the proceeds from the WealthManagement.com 2015 Industry Awards event were donated to Foundation for Financial Planning, an organization devoted to providing pro bono financial planning to the underserved primarily by providing grants to connect those in need with those willing to provide financial planning.
WealthManagement.com provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business—all from one site. It boasts more than 60 editorial contributors who provide content for the more than 465,000 financial advisors and financial planners
Penton is an innovative information services company that empowers nearly 20 million business decision makers in markets that drive more than 12 trillion dollars in purchases each year. Our products inform with rich industry insights and workflow tools; engage through dynamic events, education and networking; and advance business with powerful marketing services programs. Penton is the way smart businesses buy, sell and grow.
Headquartered in New York, Penton is privately owned by MidOcean Partners and Wasserstein & Co., LP. For more information, visit http://www.penton.com or follow us on Twitter @PentonNow.
William O'Conor, Managing Director, Wealth Management Group
Penton Media, Inc.
Phone: (212) 204-4270
Email: [email protected]