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EDITOR'S LETTER
2019's 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 and strategies. They come from many different kinds of
businesses, including asset management firms, custodians, brokerages, technology companies, valuation
consultants, legal professionals and, increasingly, from RIA firms themselves.
But they all have this in common: They are meant to give financial advisors the tools, time and 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
EDITOR'S LETTER 2019's Toolkit For Advisors
CONTENTS 401(K) RETIREMENT PLAN SUPPORT Service
BROKER/DEALERS (1,000 Advisors or More): Practice
CUSTODIANS Continued Thought Leadership Apex Cle
TAMPs Model Marketplaces Envestnet | PMC ........
TECHNOLOGY PROVIDERS Continued Financial Plannin
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INDEX 1st Global .............................
HM Hamburger Law Firm ...........................
SW Salt Financial ...............................
2019
CONSIDER THE SWITCH TO AMERICA'S FINEST BROKER-