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As has been the case for the previous two years, we’re thrilled to offer readers a have a look at the work of trade leaders and pioneers being acknowledged in our annual LUMINARIES awards program.
In 2023, we launched a brand new class of feat: Monetary & Funding Innovation. It goals to honor people and corporations main the creation of latest monetary merchandise, providers and processes that meet advisors’ and traders’ wants whereas delivering effectivity and aggressive benefits to trade gamers through new platforms and different instruments.
Finalists on this class have introduced new merchandise, providers and processes to market that give their corporations further income streams and, on the similar time, lead to sturdy consumer satisfaction and retention.
One group of finalists on this class are featured on this slideshow, which incorporates asset and portfolio administration corporations, in addition to custodial corporations; broker-dealers; consulting corporations; registered funding advisors (or RIAs); and retirement-focused corporations, together with different firms with new monetary services.
The second group of finalists in Monetary & Funding Innovation encompasses fintech corporations and turnkey asset administration packages (or TAMPs).
Our different LUMINARIES classes concentrate on Thought Management & Training, in addition to Group Affect and Government Management.
An evolution of our Dealer-Sellers of the 12 months awards, the LUMINARIES program goals to spotlight how top-performing trade members — each corporations and people — produce significant outcomes by efforts that matter most to advisors.
The Class of 2023 Finalists have been chosen by our editorial crew. Additionally they have been reviewed by a various panel of judges from throughout the recommendation trade.
We stay up for seeing the LUMINARIES Finalists at our third-annual awards dinner and gala — set to happen Nov. 28 at Gotham Corridor in New York, the place a choose group of winners can be introduced on stage.
The varied and quite a few achievements of this group of Class of 2023 Finalists have been summarized from their nomination supplies for this slideshow presentation as a way to showcase the super, broad-reaching affect corporations and people are making on the monetary providers trade.
“By nature, the enterprise is aggressive, and that competitiveness contains innovation and striving for higher experiences and higher advantages for the purchasers we serve. Trade awards just like the LUMINARIES create a way of competitors round issues which might be meaningfully useful to purchasers and traders, versus awards for essentially the most worthwhile corporations,” mentioned David Knoch, CEO of Docupace Applied sciences and a previous LUMINARIES winner for govt management.
Details about final 12 months’s LUMINARIES Finalists and winners is accessible on-line.
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