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EDITOR'S LETTER
2018's Best Toolkit For Advisors
The Wealthmanagement.com Industry Awards program recognizes the year's best business
initiatives meant to help financial advisors build better practices and more effectively serve their clients.
These initiatives come in many forms, among them technology platforms, professional services,
intelligence reports and investment products. They come from many different kinds of businesses, including
asset management firms, custodians, brokerages, technology companies, valuation consultants and legal
professionals, and this year, from RIA firms themselves.
But they all have this in common: They are meant to give financial advisors the tools, time resources to
better help clients manage their wealth—and meet their life goals.
Every year, firms that participate in the awards program submit descriptions and documentation about their
most r
EDITOR'S LETTER 2018's Best Toolk
CONTENTS ■ 401(K) RETIREMENT PLAN SUPPORT Servi
BROKER/DEALERS (1,000 ADVISORS OR MORE) Continued
CUSTODIANS (ESTABLISHED - $25B AND OVER) Continue
■ SUCCESSION/OWNERSHIP TRANSITION SERVICES – NON-
TECHNOLOGY PROVIDERS Continued Rebalancing Apex
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WHEN YOU'VE WON FOR “RISK” EVERY SINGLE
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A Legacy That Endures Delivering innovative solu
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Free To Qualified Subscribers Visit: WealthManage
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Built for Better Decision Making Guggenheim Inve
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Midcap companies are the life of the party. They
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OUR GUIDING PRINCIPLE To be a TRUSTED partner w
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Janney is proud to acknowledge our team
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DOES YOUR MEGA-CUSTODIAN CARE ABOUT YOU?
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Sustainable, Impact, and ESG Investing Solutions
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FORWARD FOCUSED RESEARCH points to NEW OPPORTUNIT
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Independent, but not alone. Dynasty proudly par
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The New Wave of Independence
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Explore our periodic table of digital financial ap
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Digital Client Engagement to GROW & RETAIN Your C
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Boost after-tax returns and income over time by u
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WHAT'S YOUR FRIDAY LOOK LIKE? or WORK
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Advicent congratulates Janney Montgomery Scott
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Finalist: Performance Reporting – Thought Leaders
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INDEX A Advicent .............................
IO iCapital Network..............................
T TD Ameritrade Institutional ............ 111,
FIDELITY CLEARING & CUSTODY SOLUTIONS TRANSFORM