The IMPACT Awards are one of the investment advisor industry's most prestigious honors. Winning an award shines a national spotlight on your firm and signifies that your firm is a recognized leader in the industry. Past winners have leveraged the award to promote their firm and help attract new business.
From individual trailblazers to forward-thinking firms, long-established practices to rising stars, the awards recognize many facets of success within the industry.
Submissions for the 2008 IMPACT Awards were accepted from April 16 through June 13, 2008. Information provided will be used to score and judge submissions.
Winners will be notified in August and honored during IMPACT® 2008, a leading industry conference, September 23-26, 2008, in Atlanta, GA.
Charles R. Schwab IMPACT Award
The independent investment advisor industry owes its tremendous success to trailblazing leaders with the highest standards of professionalism and integrity. The award recognizes an outstanding leader who embodies the value of independent investment advice through vision, client commitment and community engagement. The award includes a $25,000 donation to a charity of the winner's choice.
Best-in-Business Award
This award recognizes an independent investment advisory firm that has elevated business management to new levels of excellence and achieved exceptional business results. The award includes a $10,000 donation to a charity of the winner's choice.
Best-in-Tech Award
The Best-in-Tech award honors a firm for its exemplary use of technology to extend the reach, responsiveness and growth of its business. The award includes a $10,000 donation to a charity of the winner's choice.
Pacesetter Award
Created to pay tribute to our industry's leaders of the future, this award is for an independent investment advisor firm in business 10 years or less. The award includes a $10,000 donation to a charity of the winner's choice.