Stage 1 – Nominations

The call for nominations is open to all wealth management professionals and organizations – including financial advisors, advisory brokerages, BDMs, fund providers and service providers – from across USA.

Nominations are open from December 18, 2023 to March 1, 2024 11:59 pm EST.

To submit a nomination, go to the Nominate page of this website. There is no fee to submitting a nomination.

Stage 2 – Research

The InvestmentNews Awards team will conduct research and draw on knowledge and information gained through InvestmentNews to support and supplement nominations received and to ensure that no one deserving of recognition is missed. Excellence awardees will be determined from both pools of information.

Stage 3 – Excellence Awardees

Once all nominations are considered and research is complete, excellence awardees will be selected in each category (except the Lifetime Achievement category) and notified via e-mail or phone.

All excellence awardees are then invited to complete a detailed submission, which is an opportunity to address the category criteria in more detail. All submissions will remain confidential unless otherwise marked and will not be shared with any third parties other than the judges.

Excellence Awardees will be officially announced in April 2024 on the event website and promoted in InvestmentNews magazine and online channels. Promo packages to leverage your achievement across your marketing and promotions will be available for purchase.

Stage 4 – Judging

All submissions from our excellence awardees are forwarded to the independent judging panel comprising industry leaders and senior representatives. The panel will assess and vote for their winners in each category according to the relevant category criteria.

Voting will commence in April 2024 and their judgment will be impartial, balanced, incisive and fair. Any judge with a conflict of interest in a category will recuse themselves from judging that category.

Stage 5 – Winners

Using a simple points system to aggregate judges’ votes, the excellence awardee with the top score in a category will be named the winner.

Winners will be announced at the awards show on June 20, 2024 and on this website. They will be promoted in InvestmentNews. Promo packages to leverage your achievement across your marketing and promotions will be available for purchase.