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Wealth Management Industry Awards
September 5, 2024
Ziegfeld BallroomNew York, NY

2024 Categories and Criteria

The industry’s biggest and most popular awards program has been expanded in 2024 to keep pace with the changing dynamics of the market.

A record-breaking number of nominations were submitted in 2023, with over 1,000 entries received from more than 400 companies. The winners represent many different types of firms, but they all have one thing in common: They are creating the programs, tools and platforms that financial advisors use to build their businesses, better serve their clients, and improve the financial prospects—and quality of life—for millions of individuals.

View the 2024 Award Categories

Guide To Submitting Your 2024 Industry Awards Nominations


Inside this guide find helpful information on the following:

  • Overview of the Nomination Submission Process 
  • Helpful Hints for Completing Your Nominations 
  • Steps for Nominating a Company Initiative 
  • Steps for Nominating an Executive

2024 Nomination Categories and Criteria

To submit for an award, simply select the best match for your initiatives or for the individuals that have shown exceptional performance over the past 18 months from among the 2024 categories – and be sure to review the nomination criteria before beginning your submission.

Top Tips for Submitting a Winning Nomination Webinar

Need help with your submissions? This webinar will provide helpful hints for submitting your nomination, including pointers for filling out your form; a quick review of the nomination categories with suggestions on how to select the best match for your initiative; and an insider’s view of what the judges will be looking for in 2024.

Webinar Date: Thursday, February 29th, 2024
Time: 1:00 pm ET
Duration: 45 minutes (including Q&A)