The IMPACT Awards were created to honor the remarkable contributions of independent investment advisors who have achieved success through exemplary business practices.
From individual trailblazers to forward-thinking firms, long-established practices to rising stars, the awards recognize many facets of success within the industry.
- Charles R. Schwab IMPACT Award®
- Best-in-Business Award
- Best-in-Tech Award
- Pacesetter Award
Nominations for the 2009 IMPACT Awards were accepted from May 1 – June 15. Winners will be notified in August and honored during IMPACT® 2009, a leading industry conference, September 13-16, 2009, in San Diego, CA.
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.