Financial Advisor IQ Service Awards 2022 | Money-Media | The Westin New York, 270 W 43rd St, New York, NY 10036, US
Venue
The Westin New York
The Westin New York, 270 W 43rd St, New York, NY 10036, US
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| Organizer | Money-Media |
| Date Awarded | 28 Sep 2022 5:00pm EDT (about 2 years ago) |
| Region | Americas |
Details
The FA-IQ Service Awards celebrates and honors the asset managers, DC plan recordkeepers and other business partners that advisors consider most valuable to their day-to-day practices. These awards are based on responses to an online survey of financial advisors, across brokerage, RIA and other channels.
Past winners
2021 Winners
Asset Managers: Best Content And Commentary
Large
Gold: Capital/Americanfunds
Silver: J.P Morgan
Bronze: Blackrock/Ishares
Midsize
Gold: First Trust
Silver: Putnam Investments
Bronze: First Eagle Investment
Small
Gold: Davis Advisors
Silver: Loomis, Sayles&Co
Bronze: Blackstone PWS
Macro Commentary
Large
Gold: Capital/Americanfunds
Silver: J.P Morgan
Bronze: Blackrock/Ishares
Midsize
Gold: First Trust
Silver: Putnam Investments
Bronze: First Eagle Investment
Small
Gold: Davis Advisors
Silver: Loomis, Sayles&Co
Bronze: Blackstone PWS
White Papers
Large
Gold: Capital Group/American Funds
Silver: Blackrock,Ishares,Vanguard
Bronze: Fidelity Investments
Midsize
Gold: First Trust
Silver: Putnam Investments
Bronze: First Eagle,Cohen&Steers
Small
Gold: Davis Advisors
Silver: Blackstone PWS
Bronze: Loomis, Sayles&Co
Audio/Video
Large
Gold: Capital/Americanfunds
Silver: J.P Morgan
Bronze: Fidelity Investments
Midsize
Gold: First Trust
Silver: Putnam Investments
Bronze: Doubleline, Ark Invest
Small
Gold: Davis Advisors
Silver: Blackstone PWS
Bronze: Loomis, Sayles&Co
Overall Content & Commentary
Large
Gold: Capital/Americanfunds
Silver: J.P Morgan
Bronze: Blackrock/Ishares
Midsize
Gold: First Trust
Silver: Putnam Investments
Bronze: First Eagle Investment
Small
Gold: Blackstone PWS
Silver: Davis Advisors
Bronze: Nationwide
Asset Managers: Best Sales And Relationship Management Teams
Large
Gold: Capital/Americanfunds
Silver: Fidelity Investments
Bronze: Blackrock/Ishares
Midsize
Gold: First Trust
Silver: Putnam Investments
Bronze: First Eagle
Small
Gold: Blackstone PWS
Silver: Loomis, Sayles&Co
Bronze: Davis Advisors
Asset Managers: Best Product Lineup Management
Gold: Capital/American Funds
Silver: Blackrock/Ishares
Bronze: Vanguard, Fidelity
Gold: First Trust
Silver: Putnam Investments
Bronze: First Eagle
Gold: Blackstone Pws
Silver: Loomis, Sayles&Co
Bronze: Davis Advisors
Record Keepers: Best Participant Tools
Gold: Empower Retirement
Silver: Fidelity Investments
Bronze: Principal Finance
Record Keepers: Best Cybersecurity/Privacy
Gold: Fidelity Investments
Silver: Empower Retirement
Bronze: Principal Finance
Record Keepers: Best Client Service
Gold: Empower Retirement
Silver: Fidelity Investments
Bronze: Principal Finance
Record Keepers: Best Overall
Gold: Empower Retirement
Silver: Fidelity Investments
Bronze: Principal Finance
Record Keepers: Best Price
Gold: Empower Retirement
Silver: Capital/American Funds
Bronze: Ascensus
Record Keepers: Best Reporting
Gold: Empower Retirement
Silver: Fidelity Investments
Bronze: Principal Finance, John Hancock Retirement
Best ERISA Law Firms
Gold: The Wagner Law Group
Silver: Faegre Drinker
Bronze: Grrom Law Group