About the WealthManagement.com 2020 Wealthies Circle
The Wealthies Circle is a unique gateway to the WealthManagement.com 2020 Industry Awards program. It’s home to this year’s finalist and winner initiatives and related content; serves as the entryway to our Live Virtual Awards Event taking place on September 10th; and is the pathway to registering for and attending the Wealthies Digital Forums launching on September 24th paneled by finalist company executives and attended by advisors nationwide.
More than 150 companies were finalists this year, and on the Wealthies Circle you’ll find finalist initiatives, company profiles, contact details and current resources including white papers, webinars, audio and other content. Each of these “Best of the Best” initiatives was designed to help financial advisors build better practices and more effectively serve their clients. You may wish to consider these programs and tools as you evaluate new sources to help you manage your practice and grow your business. Plan to visit the Wealthies Circle often throughout 2020-2021 for content updates from this year’s finalists and winners.
The Virtual Awards Event section will be used as the link to the Winners announcements on September 10th, and provide supporting information about our sponsors and promotion for our finalists.
The Wealthies Forums are live, interactive panel discussions scheduled during 2020-2021 covering the current state and future direction of technology, asset management, practice management and marketing. More information on topics and registration can be found on the Wealthies Circle.
Now in its 6th year, the WealthManagement.com Industry Awards program recognizes the outstanding companies, individuals and organizations that make a real difference in the daily activities of financial advisors. More than 200 companies submitted 625 nominations in 2020 – a testament to the value that firms place in the awards as a way to enhance their reputation, increase their brand recognition and set their organization apart from the competition.
Includes initiative summaries, company profiles, contact details and current resources such as white papers, webinars, audio and other content links. These “Best of the Best” initiatives are designed to help financial advisors build better practices and more effectively serve their clients. You may want to consider these programs and tools as you evaluate new sources for your organization. Information will be updated throughout 2020-2021.
Live, interactive events paneled by executives at finalists and winner companies who have joined the Wealthies Circle – attended by and promoted to our 435,000 actively engaged community of advisors and planners.
For panel participation and sponsorship information:
Initially developed for advisors in Australia, Practifi is a business management platform that helps financial advisors unify their disparate tools, strengthen relationships with their customers, and grow their business. For more information, visit practifi.com and follow @practifi on Twitter.
Resources Investment Advisors – A OneDigital Company, is an SEC-registered investment advisory firm focused on offering a holistic benefits experience for employees to build an exceptional workforce. When employees are healthier – financially, physically and mentally, both the individual and organization are more productive. By offering retirement plan services, wealth management and healthcare benefits consulting through an integrated approach, we address each employees’ overall wellbeing to improve retirement outcomes. Our financial wellness program, Financial Elements, utilizes the ‘human element’ to provide proactive coaching and accountability and individualized management of participant accounts through an innovative managed accounts platform. Resources has approximately $43.8 billion in total assets under advisement, 2,500 retirement plans, 500,000 plan participants, 12,500 individual wealth management accounts (Estimated as of 12/31/19). Expanded strategic benefit advisory services include: retirement plan services, wealth management, analytics, compliance support, human resources management tools and comprehensive insurance offerings.
Personalized Portfolios CITs Improve Access and Outcomes
Personalized Portfolios is a managed account solution using Collective Investment Trust (CIT)s to bring the lowest cost and most efficient versions of investments to all retirement plans and participants regardless of plan and account size. By utilizing a CIT structure to create scale we are able to reduce the price of underlying investments by as much as 50% per investment, as compared to traditional, institutional pricing. Our strategy is cost conscious, platform agnostic, and focused on individual outcomes. This is an important initiative because the efficiency, cost and volatility of investments can have a big impact on each participant’s ability to meet their financial goals. When combined with a personalized strategy controlling these factors can add substantial value.