![]() ![]() “With record-setting participation this year, the awards program stands as a powerful testament to the value firms place in the Wealthies as a trusted third-party validation of their market leadership. “The Industry Awards serve as a beacon, illuminating the trailblazers and innovators who are shaping the future of the financial services industry,” said David Armstrong, director of editorial strategy and operations. The Industry Awards program was expanded in 2023 to recognize organizations who are pioneering innovation in platforms for advisor support and investing, as well as direct indexing, securities-based lending, marketing automation and retirement income. Eighty-one firms were recognized for outstanding achievement in multiple categories: leading the way with the most finalist awards were Orion (8) Cambridge Investment Research (6) Cetera Financial Group (6) Apex Fintech Solutions (5) Carson Group (5) Kestra (5) LPL (5) Mercer (5) Morgan Stanley (5) Advisor Group (4) Allworth Financial (4) AXS Investments (4) Fidelity Investments (4) Janney Montgomery Scott (4) Nitrogen (4) Raymond James (4) Sigma (4) Snappy Kraken (4) Wealth Access (4) and Wilmington Trust (4). In 2023, 161 companies submitted a nomination for the first time, and 70 of these firms were named finalists. Two hundred fifty-three organizations were selected as finalists in one or more of the firm or individual categories in this year’s awards program. View the full list of finalists.Ī record-breaking number of nominations was submitted for the 9th Annual Industry Awards – over 1,000 entries were received from more than 400 companies. ![]() NEW YORK, J(GLOBE NEWSWIRE) -, the leading resource for wealth advisors and planners, today announces the finalists for its 2023 Industry Awards (the “Wealthies”), the first awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success. Winners to be announced during awards gala at the Ziegfeld Ballroom in New York City on September 7, 2023 Judges recognize 253 organizations for their outstanding support of financial advisor success from more than 1,000 nominationsĮxpanded awards program in 2023 reflects mounting interest in advisor support platforms, goals-based investment platforms, direct indexing, securities-based lending, marketing automation and retirement income
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