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<br /> <br /> EDITOR'S LETTER<br /> 2018's Best Toolkit For Advisors<br /> The Wealthmanagement.com Industry Awards program recognizes the year's best business<br /> initiatives meant to help financial advisors build better practices and more effectively serve their clients.<br /> These initiatives come in many forms, among them technology platforms, professional services,<br /> intelligence reports and investment products. They come from many different kinds of businesses, including<br /> asset management firms, custodians, brokerages, technology companies, valuation consultants and legal<br /> professionals, and this year, from RIA firms themselves.<br /> But they all have this in common: They are meant to give financial advisors the tools, time resources to<br /> better help clients manage their wealth—and meet their life goals.<br /> Every year, firms that participate in the awards program submit descriptions and documentation about their<br /> most r<a title="Industry Awards 2018 page 1" href="https://secure.viewer.zmags.com/publication/8c59862e?page=1"> </a> <a title="Industry Awards 2018 page 2" href="https://secure.viewer.zmags.com/publication/8c59862e?page=2"> EDITOR'S LETTER 2018's Best Toolk</a> <a title="Industry Awards 2018 page 3" href="https://secure.viewer.zmags.com/publication/8c59862e?page=3"> CONTENTS ■ 401(K) RETIREMENT PLAN SUPPORT Servi</a> <a title="Industry Awards 2018 page 4" href="https://secure.viewer.zmags.com/publication/8c59862e?page=4"> BROKER/DEALERS (1,000 ADVISORS OR MORE) Continued</a> <a title="Industry Awards 2018 page 5" href="https://secure.viewer.zmags.com/publication/8c59862e?page=5"> CUSTODIANS (ESTABLISHED - $25B AND OVER) Continue</a> <a title="Industry Awards 2018 page 6" href="https://secure.viewer.zmags.com/publication/8c59862e?page=6"> ■ SUCCESSION/OWNERSHIP TRANSITION SERVICES – NON-</a> <a title="Industry Awards 2018 page 7" href="https://secure.viewer.zmags.com/publication/8c59862e?page=7"> TECHNOLOGY PROVIDERS Continued Rebalancing Apex</a> <a title="Industry Awards 2018 page 8" href="https://secure.viewer.zmags.com/publication/8c59862e?page=8"> 2018 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2018 page 9" href="https://secure.viewer.zmags.com/publication/8c59862e?page=9"> 2018 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2018 page 10" href="https://secure.viewer.zmags.com/publication/8c59862e?page=10"> 2018 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2018 page 11" href="https://secure.viewer.zmags.com/publication/8c59862e?page=11"> 2018 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2018 page 12" href="https://secure.viewer.zmags.com/publication/8c59862e?page=12"> 2018 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2018 page 13" href="https://secure.viewer.zmags.com/publication/8c59862e?page=13"> WHEN YOU'VE WON FOR “RISK” EVERY SINGLE </a> <a title="Industry Awards 2018 page 14" href="https://secure.viewer.zmags.com/publication/8c59862e?page=14"> 2018 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2018 page 15" href="https://secure.viewer.zmags.com/publication/8c59862e?page=15"> 2018 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2018 page 16" href="https://secure.viewer.zmags.com/publication/8c59862e?page=16"> 2018 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2018 page 17" href="https://secure.viewer.zmags.com/publication/8c59862e?page=17"> A Legacy That Endures Delivering innovative solu</a> <a title="Industry Awards 2018 page 18" href="https://secure.viewer.zmags.com/publication/8c59862e?page=18"> 2018 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2018 page 19" href="https://secure.viewer.zmags.com/publication/8c59862e?page=19"> 2018 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2018 page 20" href="https://secure.viewer.zmags.com/publication/8c59862e?page=20"> 2018 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2018 page 21" href="https://secure.viewer.zmags.com/publication/8c59862e?page=21"> 2018 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2018 page 22" 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href="https://secure.viewer.zmags.com/publication/8c59862e?page=250"> 2018 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2018 page 251" href="https://secure.viewer.zmags.com/publication/8c59862e?page=251"> WHAT'S YOUR FRIDAY LOOK LIKE? or WORK </a> <a title="Industry Awards 2018 page 252" href="https://secure.viewer.zmags.com/publication/8c59862e?page=252"> 2018 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2018 page 253" href="https://secure.viewer.zmags.com/publication/8c59862e?page=253"> 2018 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2018 page 254" href="https://secure.viewer.zmags.com/publication/8c59862e?page=254"> 2018 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2018 page 255" href="https://secure.viewer.zmags.com/publication/8c59862e?page=255"> Advicent congratulates Janney Montgomery Scott </a> <a title="Industry Awards 2018 page 256" href="https://secure.viewer.zmags.com/publication/8c59862e?page=256"> 2018 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2018 page 257" href="https://secure.viewer.zmags.com/publication/8c59862e?page=257"> 2018 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2018 page 258" href="https://secure.viewer.zmags.com/publication/8c59862e?page=258"> 2018 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2018 page 259" href="https://secure.viewer.zmags.com/publication/8c59862e?page=259"> Finalist: Performance Reporting – Thought Leaders</a> <a title="Industry Awards 2018 page 260" href="https://secure.viewer.zmags.com/publication/8c59862e?page=260"> 2018 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2018 page 261" href="https://secure.viewer.zmags.com/publication/8c59862e?page=261"> 2018 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2018 page 262" href="https://secure.viewer.zmags.com/publication/8c59862e?page=262"> 2018 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2018 page 263" href="https://secure.viewer.zmags.com/publication/8c59862e?page=263"> 2018 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2018 page 264" href="https://secure.viewer.zmags.com/publication/8c59862e?page=264"> 2018 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2018 page 265" href="https://secure.viewer.zmags.com/publication/8c59862e?page=265"> INDEX A Advicent .............................</a> <a title="Industry Awards 2018 page 266" href="https://secure.viewer.zmags.com/publication/8c59862e?page=266"> IO iCapital Network..............................</a> <a title="Industry Awards 2018 page 267" href="https://secure.viewer.zmags.com/publication/8c59862e?page=267"> T TD Ameritrade Institutional ............ 111, </a> <a title="Industry Awards 2018 page 268" href="https://secure.viewer.zmags.com/publication/8c59862e?page=268"> FIDELITY CLEARING & CUSTODY SOLUTIONS TRANSFORM</a>