Recognizes an independent investment advisory firm with a 10 year-plus track record of growth and excellence, as well as best-in-class technology solutions that have helped it expand market reach, responsiveness and operational efficiencies. The award includes a $15,000 donation to a charity designated by the firm.
Singles out a leader of the future—an up-and-coming independent advisory firm with a track record of less than 10 years. The stand-out firm will have exhibited initiative, growth and promise, as well as a focused use of technology as a way to extend its reach, responsiveness and growth. The award includes a $15,000 donation to a charity designated by the firm.
An entrepreneurial spirit and drive to advance the industry’s interests are the defining attributes for the firm poised to receive Trailblazer Award. The award recognizes a firm for its dedication to helping the industry as a whole reach new heights through focused initiatives or the passionate commitment to service excellence. From unique approaches to serving key market segments, community-focused programming, industry advocacy and support of next generation RIA talent, there is a broad range of ways firms can demonstrate their vision and industry commitment. The award includes a $15,000 donation to a charity designated by the firm.