Nominations Now Open for the 2025 Wealth Management Industry Awards: Celebrating Innovation and Excellence

Nominations Now Open for the 2025 Wealth Management Industry Awards



The landscape of wealth management is rapidly changing, and with it, opportunities for recognition of excellence in the field. WealthManagement.com, the premier digital platform for financial professionals, has officially announced the opening of nominations for the 2025 Wealth Management Industry Awards, affectionately known as the "Wealthies." This year marks the 11th edition of these esteemed awards, which commend innovative companies, individuals, and organizations that contribute significantly to the success of financial advisors.

Key Details About the Awards


Nominations are being accepted starting from January 30, 2025, and will continue until April 3, 2025. Importantly, there is no fee associated with submitting an application. Industry stakeholders are encouraged to participate in this prestigious initiative. Finalists will be revealed on June 2, and the awards ceremony is set to occur on September 4, 2025, at the upscale Cipriani 42nd Street in New York City.

The Wealthies continue to hold their place as a cornerstone of the wealth management community, acknowledging the incredible efforts of those who help financial advisors enhance their practices and deliver better outcomes to clients. The previous year saw an astounding participation, with over 400 companies contributing more than 1,000 nominations, a record for the awards.

New Categories Emphasizing Industry Evolution


2025 brings a refreshing twist to the awards with the introduction of over a dozen new categories reflective of the industry's latest trends and advancements. Some of the notable new categories include:

  • - Artificial Intelligence (AI): As AI shuffles the deck of advisor technology, specific categories will highlight innovations in AI-based marketing, meeting assistance, and automated workflows.
  • - Data Management and Outsourcing Platforms: Recognizing initiatives that are transforming operational facets of wealth management, these awards will spotlight significant strides made in this area.
  • - Estate Planning: With an aging population and upcoming changes in tax legislation, the awards will include dedicated categories that highlight estate planning technology, services, and thought leadership approaches.
  • - Professional Service Providers: Acknowledging the expanding network of support for financial advisors, new categories recognizing service providers and their leaders will also be featured.
  • - New Media and Next-Generation Advisors: This category will honor innovative podcasts and educational programs geared toward nurturing the industry's future leaders through university Certified Financial Planner (CFP) programs.

David Armstrong, managing director of editorial and content strategies for the wealth management group at Informa, expressed, "The Wealthies is not merely a celebration of excellence; it embodies the pioneering innovations that are reshaping the future of wealth management. We are thrilled to unveil these new categories and shine a light on the remarkable work being executed across the sector."

Ensuring Fair Judgments


An independent panel of judges, comprising experts from varied segments of the wealth management industry, will meticulously review each nomination. This thorough evaluation process aims to guarantee a fair and comprehensive selection of finalists and awardees.

The Gala Celebration


The climactic event, the 2025 Wealth Management Industry Awards gala, will take place on September 4, 2025, at Cipriani 42nd Street, one of New York City's most prestigious venues. Over the years, the Wealthies has become synonymous with recognizing innovations that substantially improve the daily operations of financial advisors.

Additionally, the Wealth Management Industry Awards Executive Forums will offer finalists an exclusive platform for engaging in discussions with fellow executives. These forums will include panels and roundtable discussions that revolve around emerging risks, tech investments, and strategies to foster growth, innovation, and inclusion within the sector.

About WealthManagement.com


WealthManagement.com, a branch of Informa, serves as a vital resource for wealth professionals aiming to stay updated about industry trends, strengthen relationships, enhance practices, and expand their businesses. The platform provides various marketing services that help financial services organizations effectively reach and influence the key audience of wealth management experts.

About Informa


Informa PLC stands as a leading provider of information services, operating in more than 30 countries worldwide. The organization specializes in creating transaction-led exhibitions, content-driven events, comprehensive data, and marketing products. Their services are designed to connect professionals, promote learning, facilitate business efforts, and provide a competitive edge. Informa is publicly traded on the London Stock Exchange and is part of the FTSE 100 index.

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Take part in this year's Wealthies by submitting your nomination before April 3 and join the movement pushing our industry toward excellence!

Topics Financial Services & Investing)

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