The gala, held at the Ziegfeld Ballroom in Manhattan, included new categories honoring CMOs at asset managers and broker/dealers, as well as more awards focused on fintech.
Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.
An analysis of Fidelity Charitable donors found that the top charity focus can vary from city to city.
Chris Flint announced his candidacy several weeks ago, saying he was running to ensure there would be more representation from firms directly offering clients financial advice.
The 12th edition of the "Robo Report" also reports that Vanguard and SigFig scored highly on overall performance among 18 analyzed robo advisor providers.
The fund giant responds to Fidelity, saying its money market fund currently yields 2.17%.