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.
WBI family of firms based in New Jersey, including WBI Technologies and WBI Investments, is a provider of institutional, private client wealth management strategies and TAMP solutions. WBI Investments builds outcome-oriented solutions that focus on an investor’s loss tolerance to navigate good and bad market cycles. WBI’s long-standing philosophy has always been centered on the optimal blend of bear market capital protection and bull market participation. With tools designed to both tame the bear and run with the bull, WBI provides investment strategies along with an advisor-assisted Robo platform to help keep clients comfortably invested.
Introducing WBI Cy: Next-Gen Digital Wealth Management Platform
Cy is short for “Cyborg”, the next generation of Robo digital wealth management platforms, combining the power of digital and human advice. Cy unleashes a portfolio optimization portal, providing target loss and target return portfolios to help advisors and clients increase success rates. Cy is a portfolio design and optimization digital investing technology paired with a powerful retirement rate of return and loss profiling toolkit to form a complete wealth management system. Cy utilizes a powerful, quantitative analysis to screen a full universe of U.S. domestic mutual funds and exchange-traded funds over 20 years aiming to ensure consistent performance through all markets.