As has been the case for the previous two years, we’re thrilled to offer readers a take a look at the work of business 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, companies and processes that meet advisors’ and buyers’ wants whereas delivering effectivity and aggressive benefits to business gamers by way of new platforms and different instruments.
Finalists on this class have introduced new merchandise, companies and processes to market that give their corporations extra income streams and, on the similar time, end in sturdy consumer satisfaction and retention.
One group of finalists on this class are featured on this slideshow — together with fintech corporations and turnkey asset administration applications (or TAMPs).
The second group of finalists in Monetary & Funding Innovation are asset/portfolio administration corporations, custodians, broker-dealers, consulting corporations and registered funding advisors (or RIAs).
Our different LUMINARIES classes give attention to Thought Management & Schooling, in addition to Group Influence and Government Management.
An evolution of our Dealer-Sellers of the Yr awards, the LUMINARIES program goals to spotlight how top-performing business individuals — each corporations and people — produce significant outcomes via efforts that matter most to advisors.
The Class of 2023 Finalists have been chosen by our editorial staff. Additionally they have been reviewed by a various panel of judges from throughout the recommendation business.
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 will probably 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 to be able to showcase the great, broad-reaching impression corporations and people are making on the monetary companies business.
“By nature, the enterprise is aggressive, and that competitiveness contains innovation and striving for higher experiences and higher advantages for the shoppers we serve. Business awards just like the LUMINARIES create a way of competitors round issues which can be meaningfully useful to shoppers and buyers, versus awards for essentially the most worthwhile corporations,” mentioned David Knoch, CEO of Docupace Applied sciences and a previous LUMINARIES winner for government management.
Details about final yr’s LUMINARIES Finalists and winners is accessible on-line.
