ThinkAdvisor LUMINARIES Awards 2023 | ALM Media Properties, LLC. | 18 April 2023 | TBA
Venue
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| Organizer | ALM Media Properties, LLC. |
| Submission deadline | 18 Apr 2023 5:00pm EDT (over 1 year ago) |
| Date Awarded | 16 Nov 2023 5:00pm EST (about 1 year ago) |
| Region | Americas |
Details
Each day, several hundred thousand advisors make a tremendous difference in their clients' lives in concert with a large group of industry players. But which individuals and firms are taking the most creative and the boldest steps to push the industry and clients’ best interests forward, while having the biggest impact?
The ThinkAdvisor LUMINARIES Awards will once again answer this question by shining a spotlight on how individuals and firms are changing the investment advisory industry where it matters most.
Entries are welcome from the entire investment advisory ecosystem including:
• Asset/Portfolio Management Firms
• Retirement & Other Product Companies
• Retirement Planners
• Broker-Dealers
• Corporate RIAs
• RIA/IAR Firms
• Family/UHNW/Private Wealth Offices
• Clearing/Custodial Firms
• Fintech/Tamp Platforms
• Partnerships
• Consulting Firms
• Continuing Education Organizations/Foundations
Past winners
2022 Winners
Community Impact
Firms
Broker-Dealers
• Cetera Financial Group
Fintech/TAMP Platform
• Envestnet
Consulting Firms and Partnerships
• The American College of Financial Services
Individuals
Fintech/TAMP Platform
• Jean Heath, Envestnet
Broker-Dealers
• Dr. Nicole B. Simpson, CFP®, Harvest Wealth Financial
Retirement Product & Wealth Management Firm
• Danielle Robinson, Jackson National Life Insurance
Consulting Firms and Partnerships
• Fred Kaynor, Schwab Charitable
RIAs
• Bob Swift, TCI Wealth Advisors
Diversity, Equity & Inclusion
Firms
Consulting Firms and Partnerships
• Choir
RIAs
• Edelman Financial Engines
Fintech/TAMP Platform
• Envestnet
Individuals
Retirement Product & Wealth Management Firm
• James Thompson, Bernstein Private Wealth Management
Fintech/TAMP Platform
• Mac Gardner, FinLit Tech
Clearing/Custodial & Asset Management
• Kristi Rodriguez, Nationwide
Consulting Firms and Partnerships
• Suzanne Siracuse, Suzanne Siracuse Consulting Services
RIAs
• Tana Thomson, Vista Capital Partners
Executive Leadership
Firms
Broker-Dealers
• Atria Wealth Solutions
Fintech/TAMP Platform
• FP ALPHA
Clearing/Custodial & Asset Management
• Laserfiche
Individuals
Retirement Product & Wealth Management Firm
• Sonya Mughal, Bailard, Inc.
Fintech/TAMP Platform
• Eric Clarke, Orion Advisor Solutions
Consulting Firms and Partnerships
• George Nichols III, The American College of Financial Services
RIAs
• Michael J. Nathanson, The Colony Group