Market Overview Hosts the 4th Annual Industry Awards Dinner

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Judges recognize 156 companies for their outstanding contributions to financial advisor success from among nearly 600 nominations

PR Newswire

NEW YORK, Sept. 4, 2018 /PRNewswire/ --, the leading resource for wealth advisors and planners, will host the 4th annual Industry Awards dinner on September 13, 2018 at The Ziegfeld Ballroom in Manhattan.

The Industry Awards honor innovative business initiatives that help contribute to financial advisor success. This year, a record number of nominations were submitted—more than 600 entries from nearly 250 companies—with 156 organizations selected as finalists in one or more of the 67 categories in this year's awards program.

"We look forward to the Industry Awards each year because it provides us with a unique opportunity to highlight brilliant and innovative firms supporting the advisory industry," said William O'Conor, Managing Director of "Our goal is to benefit financial advisors and those they serve by recognizing companies who support their businesses."

"Congratulations to all of our finalists," said David Armstrong, Editor-in-Chief of "These awards are a chance to showcase the best initiatives of those who help financial advisors succeed, such as asset managers, compliance teams, brokers and technology providers. Thanks to their efforts, advisors are far better equipped to help clients meet their financial objectives and life goals." 

This year, 76 companies were first-time Industry Awards finalists, and 45 firms were named in multiple categories. Returning finalists include Envestnet, Morningstar, Fidelity Investments, John Hancock Investments, State Street Global Advisors, Guggenheim Investments, Natixis Investment Managers, Oppenheimer Funds, Columbia Threadneedle Investments, MarketCounsel, and Sigma Financial, among others. The complete list of finalists is available at

A panel of independent judges, made up of top names in the industry, select the winners of the Industry Awards, which will be announced at the black-tie gala event on September 13, 2018 at the Ziegfeld Ballroom. This year's panel includes the following judges:

  • David Armstrong, Executive Director, Content and User Engagement at
  • T. Neil Bathon, Managing Partner at Fuse Research
  • Doug Fritz, Founder of F2 Strategy
  • Martine E. Lelli, CPA and CFP®, Sullivan, Bruyette, Speros & Blayney
  • Julie Littlechild, Founder of Absolute Engagement
  • Tina C. Powell, CEO of C-Suite Social Media
  • Scott Smith, Director of Cerulli Associates
  • Timothy D. Welsh, CFP®, President, CEO and Founder of Nexus Strategy, LLC

Sponsors for the 4th annual Industry Awards Dinner include Agreement Express, Riskalyze, InvestCloud, Snappy Kraken, and AdvisoryWorld Financial Technology.

About, an Informa business,  provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business—all from one site. Learn more about the Industry Awards here:

About Informa is part of Informa, the international business intelligence, academic publishing, knowledge, and events group. Informa serves commercial, professional and academic communities, helping them connect and learn, and creating and providing access to content and intelligence that helps people and businesses work smarter and make better decisions faster.

Informa has over 7,500 colleagues in more than 20 countries and a presence in all major geographies. It is listed on the London Stock Exchange and is a member of the FTSE 100.

Media Contact:   
William O'Conor, Managing Director
(212) 204-4270

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