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Congratulations to portfolio companies NextCapital and Vestwell for being named as finalists in the 401(k) - Retirement Plan Support, Technology category. Now in its 6th year, the WealthManagement.com Industry Awards program recognizes the outstanding companies, individuals and organizations that make a real difference in the daily activities of financial advisors.
“The near record number of nominations submitted this year—in the midst of economic uncertainty, a global health pandemic and a disrupted work environment—demonstrates the vitality, resiliency and level of innovation taking place in the financial services industry,” said O’Conor. A panel of 15 judges (including top names in the wealth management industry) determined the finalists and winners, with the eventual victors selected on a combination of quantitative measures of their initiatives, as well as qualitative measures, including innovation, creativity and new delivery methods.
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