Advisor

Advisor Content

Submit 5-10 examples of your firm’s overall investor content (digital and print). Examples may include blog posts, brochures, direct mail, videos, virtual events, and more.

Advisor Digital Experience

Submit 5-10 examples of your firm’s overall digital experience for advisors. Examples may include apps, engagement strategies, interactive tools, social media, websites (mobile and desktop), and more.

Advisor Engagement

Submit 5-10 examples of your firm’s efforts to engage with advisors to build or maintain relationships, educate on new or existing products, or achieve other goals. Examples may include content (digital and print), engagement strategies, events (in-person and virtual), and more.

Advisor Integrated Data/Segmentation Strategy

Submit 5-10 examples of your firm’s efforts to develop and implement an integrated data/segmentation strategy for advisors. Examples may include content, plans, interactive tools, and more.

Advisor Practice Management Strategy

Submit 5-10 examples of your firm’s efforts to help advisors build their businesses and educate and communicate with their clients. Examples may include content (print and digital), events (in-person and virtual), programs, interactive tools, and more.
 

Investor

Investor Content

Submit 5-10 examples of your firm’s overall investor content (digital and print). Examples may include commentary, blog posts, brochures, direct mail, newsletters, podcasts, videos, and more.

Investor Digital Experience

Submit 5-10 examples of your firm’s overall digital experience for investors. Examples may include apps, engagement strategies, interactive tools, social media, websites (mobile and desktop), and more.

Investor Retirement Education

Submit 5-10 examples of your firm’s efforts to educate investors on retirement strategies and products. Examples may include content (print and digital), events, interactive tools, and other resources.
 

Overall

Overall Advisor Education

Submit 5-10 examples of your firm’s integrated, overall efforts to educate advisors across multiple channels and mediums. Examples may include content (digital and print), events (in-person and virtual), and more.

Overall Innovation

Submit 5-10 examples of your firm’s innovative efforts to educate, engage and/or inform any and all audiences.

Overall Investor Education

Submit 5-10 examples of your firm’s integrated, overall efforts to educate investors across multiple channels and mediums. Examples may include content (digital and print), events (in-person and virtual), and more.

Overall Product Education

Submit 5-10 examples of your firm’s efforts to educate any and all audiences on new or existing products across multiple channels and mediums. Examples may include content (print and digital), interactive tools, and other resources.

Team Collaboration & Culture

Submit 5-10 examples of your firm’s or specific team’s efforts to foster a culture where employees are collaborative, engaged and motivated, demonstrate company values, and feel included. Examples may include employee benefits, content (digital and print), events (in-person and virtual), programs, tools, and more.

Community Investment Award

One of the most coveted recognitions in the industry, this prestigious award is presented to one investment management firm for its outstanding efforts to positively impact a community or organization through employee volunteerism, in-kind donations of goods or services, partnerships, special programs, and other activities. Submit 5-10 examples.