The Wealth Management 2018 Industry Awards | WealthManagement and Trusts & Estates | 10 April 2018 |

Expanded Guidelines Are Provided Below To Ensure Your Nomination Experience Is Both Expedient And Efficient. Please Review Before Proceeding To The Submit Or Edit Nominations Link At The Bottom Of The Page. The Live Award Ceremony Where We'll Announce The Winners, As Well As Celebrate All The Finalists And Nominees, Is Set For September 13 At The Ziegfeld Ballroom In Nyc. Scroll Down For More Details.

Categories:

401(K)–retirement Plan Support Services
• 401(K) Service
• 401(K) Technology

Asset Managers:
• Alternatives
• Corporate Social Responsibility/diversity
• Equities
• Etf Strategists
• Etfs
• Fixed Income
• Model Marketplaces*
• Real Estate (Including Reits)
• Separate Accounts
• Social Media Leadership
• Socially Responsible Investment (Sri)/impact Investing
• Thought Leadership Advisor Education
• Thought Leadership Product Enhancement

Brokers/dealers (1,000 Advisors Or More)
• Corporate Social Responsibility/diversity
• Practice Management
• Service
• Social Media Leadership
• Technology
• Thought Leadership
• Transition Support

Brokers/dealers (Fewer Than 1,000 Advisors)
• Corporate Social Responsibility/diversity
• Practice Management
• Service
• Social Media Leadership
• Technology
• Thought Leadership
• Transition Support

Compliance/law Firms Custodians (Emerging – Less Than $25b)
• Alternative Asset
• Corporate Social Responsibility/diversity
• Practice Management
• Social Media Leadership
• Technology
• Thought Leadership
• Transition Support

Custodians (Established– $25b And Over)
• Alternative Asset
• Corporate Social Responsibility/diversity
• Practice Management
• Social Media Leadership
• Technology
• Thought Leadership
• Transition Support

Distruptors
• Industry
• Technology

Family Offices
• Client Initiative
• Thought Leadership

Hedge Funds/private Equity Individual Ria Firm Leaders*
• Ceo Of The Year
• Innovator Of The Year
• M&a Leader Of The Year
• Thought Leader Of The Year

Industry Associations Industry Research Providers*
Insurance
• Service
• Technology
Investment Banks/lenders/succession Planning Consultants
Non-custodial Ria Support Platforms Succession/ownership Transition Services – Non-custodian/broker/dealer Tamps
• Model Marketplaces*
• Tamps

Technology Providers
• Account Aggregation
• Alternative Investment Platforms*
• Blockchain/cryptocurrency*
• Compliance
• Client Portals
• Crm
• Corporate Social Responsibility/diversity
• Digital Advisors (Robo)
• Document Management
• Financial Planning
• Innovation New Applications
• Innovation Platform
• Model Marketplaces*
• Portfolio Management, Accounting And Performance Reporting
• Rebalancing
• Risk Tolerance/client Profiling
• Social Media Leadership
• Thought Leadership
• Wealth Reporting/personal Finance Managers