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Awards Event Schedule

Time (EST) Category Award
4:00:00 PM Opening Video
4:01:30 PM David Opening Remarks
4:02:15 PM Judges Commentary
4:04:15 PM Award 1 401 (k) Support
4:05:00 PM Award 2 401 (k) Technology
4:05:45 PM Award 3 Technology Account aggregation
4:06:30 PM Award 4 Technology Alternative Investment Platforms
4:07:15 PM Award 5 Technology Digital Advisors (Robo)
4:08:00 PM David Intro the Wealthies Site
4:08:45 PM Wealthies Website Promo
4:10:15 PM Judges Commentary
4:12:15 PM Award 6 Technology Client Portals
4:13:00 PM Award 7 Technology Client Onboarding / New Account Opening
4:13:45 PM Award 8 Technology Portfolio Management
4:14:30 PM Award 9 Technology Innovation - New Application
4:15:15 PM Award 10 Technology Innovation - Platform
4:16:00 PM Award 11 Technology Model Marketplaces
4:16:45 PM Judges Commentary
4:18:45 PM Award 12 Technology Cybersecurity
4:19:30 PM Award 13 Technology Compliance
4:20:15 PM Award 14 Technology CRM
4:21:00 PM Award 15 Technology Document Management
4:21:45 PM Award 16 Technology Financial Planning
4:22:30 PM Award 17 Technology CTO of the Year
4:23:15 PM Award 18 Technology CMO of the Year
4:24:00 PM Judges Commentary
4:26:00 PM Award 19 Insurance Service
4:26:45 PM Award 20 Insurance Technology
4:27:30 PM Award 21 Family Offices Client Initiative
4:28:15 PM Award 22 Family Offices Thought Leadership
4:29:00 PM Award 23 Disruptors Technology
4:29:45 PM Award 24 Disruptors Industry
4:30:30 PM Judges Commentary
4:32:30 PM Award 25 Asset Managers ETFs
4:33:15 PM Award 26 Asset Managers Alternatives
4:34:00 PM Award 27 Asset Managers Separate Accounts
4:34:45 PM Award 28 Asset Managers SRI
4:35:30 PM Award 29 Asset Managers Corp Social Responsibility
4:36:15 PM Award 30 Asset Managers Client Experience Initiative
4:37:00 PM Judges Commentary
4:39:00 PM Award 31 Asset Managers ETF Strategists
4:39:45 PM Award 32 Asset Managers Thought Leadership - Product Enhancement
4:40:30 PM Award 33 Asset Managers Thought Leadership - Advisor Education
4:41:15 PM Award 34 Asset Managers New Product Development
4:42:00 PM Award 35 Asset Managers Social Media Leadership
4:42:45 PM Award 36 Asset Managers CMO of the Year
4:43:30 PM Judges Commentary
4:45:30 PM Award 37 Broker Dealers (1,000 +) Corporate Social Responsibility
4:46:15 PM Award 38 Broker Dealers (1,000 +) Practice management
4:47:00 PM Award 39 Broker Dealers (1,000 +) Technology
4:47:45 PM Award 40 Broker Dealers (1,000 +) Service
4:48:30 PM Award 41 Broker Dealers (1,000 +) CTO of the Year
4:49:15 PM Judges Commentary
4:51:15 PM Award 42 Broker Dealers Social Media Leadership
4:52:00 PM Award 43 Broker Dealers (fewer than 1000) Technology
4:52:45 PM Award 44 Broker Dealers (fewer than 1000) Corporate Social Responsibility
4:53:30 PM Award 45 Broker Dealers (fewer than 1000) Service
4:54:15 PM Award 46 Broker Dealers (fewer than 1000) Thought Leadership
4:55:00 PM Award 47 Broker Dealers (fewer than 1000) Practice Management
4:55:45 PM Judges Commentary
4:57:45 PM Award 48 Succession Ownership Transition Services
4:58:30 PM Award 49 Non-custodial RIA Support Platforms
4:59:15 PM Award 50 Indvidual RIA Firm Leaders CEO of the Year
5:00:00 PM Award 51 Indvidual RIA Firm Leaders Innovator of the Year
5:00:45 PM Award 52 Indvidual RIA Firm Leaders Thought Leader of the Year
5:01:30 PM Award 53 Indvidual RIA Firm Leaders M&A Leader of the Year
5:02:15 PM Judges Commentary
5:04:15 PM Award 54 Technology Rebalancing
5:05:00 PM Award 55 Technology Social Media
5:05:45 PM Award 56 Technology Risk Tolerance
5:06:30 PM Award 57 Technology Wealth Reporting - Personal Financial Managers
5:07:15 PM Award 58 Technology Thought Leadership
5:08:00 PM Award 59 Technology Speicalized Planning Services
5:08:45 PM Award 60 Technology Unified Systems
5:09:30 PM Award 61 Technology Cash Optimization
5:10:15 PM Judges Commentary
5:12:15 PM Award 62 Custodians Alternative Asset
5:13:00 PM Award 63 Custodians Corporate Social Responsibility
5:13:45 PM Award 64 Custodians Thought Leadership
5:14:30 PM Award 65 Custodians Technology
5:15:15 PM Award 66 Custodians Practice Management
5:16:00 PM Judges Commentary
5:18:00 PM Award 67 Compliance / Law Firms
5:18:45 PM Award 68 industry Research Providers
5:19:30 PM Award 69 Investment Banks/Lenders/Succession Planning Consultants
5:20:15 PM Award 70 Trusts
5:21:00 PM Award 71 TAMPs TAMPs
5:21:45 PM Award 72 TAMPs Model Marketplaces
5:22:30 PM Wealthies Website Promo
5:24:00 PM
5:25:00 PM Dave CONCLUSION Champagne Toast to the Winners!!
5:25:45 PM Dave CONCLUSION Digital Forum Reminders
5:26:30 PM Dave CONCLUSION Wealthie Circle Reminders
5:27:15 PM Dave CONCLUSION SAVE THE DATE for 2021
5:28:00 PM
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