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Schwab Advisor Solutions Recognizes Best-in-Class Fiscal Advisory Companies With 2016 Effect Awards?

SAN DIEGO--(Business WIRE)--Schwab Advisor Providers these days announced the recipients on the 11th annual Influence Awards for independent investment advisor companies. 4 companies acquired awards around the most important stage this morning at Schwab Influence, the nation’s largest and longest-running yearly gathering of independent advisors.
The Affect Awards are provided each and every year to independent advisor companies that have demonstrated excellence by leadership, innovative organization practices, consumer dedication, and fresh thinking. To honor these exceptional companies, Schwab will produce a donation of $15,000 to a charity of each winner’s decision. Since the debut of the Impact Awards over a decade in the past, Schwab has donated over half a million bucks on behalf with the winning firms.

“For a lot more than a decade, we've recognized companies that signify the industry’s greatest attributes and that embody the differentiating aspects the independent advice model presents traders,” said Jonathan Beatty, senior vice president, revenue and romance management, Schwab Advisor Solutions. “This 12 months is no exception; the individuals at these winning firms are embracing their leadership positions and propelling the market forward.”

Winning firms were chosen by a panel of independent judges. Together with donating to charities on behalf with the winning companies, Schwab will give $1,000 to nonprofit organizations selected by each with the judges in appreciation of their time and dedication to the choice method.

This year’s judges have been:

Blaine F. Aikin, Executive Chairman, fi360
Kevin Keller, CEO, CFP Board
Julie Littlechild, President, AbsoluteEngagement.com
Thomas R. Robinson, President and CEO, AACSB International
Sean R. Walters, Executive Director and CEO, Investment Management Consultants Association
BEST-IN-BUSINESS Effect AWARD: SignatureFD, LLC of Atlanta, GA

Due to the fact 1997, SignatureFD has empowered individuals to work with their wealth - which the company defines as time, talent, influence, and cash - to dwell an excellent existence. SignatureFD’s business strategy is anchored to 4 core values: greatness, growth, generosity, and gratitude. Among the firm’s ambitions and initiatives are:



Aspiring to reach somewhere around 4 billion in assets under management (AUM) and surpass one,800 clientele, by 2018 by means of sturdy natural development, acquisitions, and consumer retention.
Expanding its investment in client communities by making on preceding successful initiatives including SignatureWOMEN?, SignatureGENEROSITY?, and SignatureEXEC?. These plans enable people to meet, discover, expand, and also have enjoyable.
Creating an innovative technologies platform together with the intention of delivering a superior consumer knowledge.
Schwab will make a donation to Assisting Hands Ministries, Jordan Chamblee, on behalf of SignatureFD.

PACESETTER Impact AWARD: Allgen Monetary Advisors Inc. of Orlando, FL

Since its founding in 2003, Allgen has centered on simplifying complex issues and guiding clientele toward money freedom. Before 3 years, Allgen greater AUM by $45 million and added 250 new households. The company expects quite a few components to drive continued good results:

While in the coming years, Allgen will continue to enhance its client segmentation approach to help consumers of any age accomplish fiscal freedom.
Allgen will sustain its emphasis on serving traders of different backgrounds.
The firm will carry on to work with technologies to improve productivity, attain a wider audience, and enhance the client knowledge.
Schwab will produce a donation on the Nationwide Christian Foundation on behalf of Allgen Financial Advisors Inc.

TRAILBLAZER Influence AWARD: Planning Options of Bloomfield Hills, MI

For 34 years, Planning Alternatives has aided clients navigate their money journeys through customized economic programs, thoughtful investment methods, and coordinated wealth management companies. A customer-first approach has enabled the company to more than double its AUM considering the fact that 2010. Wanting ahead, Arranging Alternatives will sustain its trailblazer mentality via many initiatives:

Planning Alternatives ideas to include $100 million in AUM annually via natural growth and by acquiring like-minded independent companies having a objective to oversee $2-3 billion of client assets during the up coming five years.
Arranging Options will carry on to perform with legislators and regulators to promote transparency and ethical habits in economic providers.
The firm will proceed to introduce the independent model to those who have previously seasoned conflicts of interest in money tips. Planning Choices set a precedent in this area by way of its exclusive joint venture with Michigan State Health care Society for doctors who previously received solution pitches from economic services companies.
Schwab will produce a donation to Assortment, the Children’s Charity, on behalf of Planning Options.

BEST-IN-RETIREMENT Organization AWARD: Sentinel Rewards & Fiscal Group of Wakefield, MA

In business for in excess of 30 years, Sentinel provides meaningful education and support to your American retirement saver. The firm attributes its results to its “everyman strategy,” or its belief that all clientele deserve expert guidance and quality outcomes, regardless of their level of wealth. Amid the Sentinel’s current targets and initiatives are:

Redeploying its investment consultants to provide fiscal counsel as well as health education, including on Medicare.
Continuing to assisting plan sponsors raise the effectiveness of their strategies by plan design, educational plans, and enhanced fiduciary management. The firm’s advisors will also encourage retirement readiness amongst plan participants by continuing to advertise features like automatic enrollment and education.
Maintaining its reputation for client support via seamless alignment of operational and technologies techniques, including automation, digitization of client forms, and integrated, web-based workflows.
Schwab will produce a donation towards the St. John’s Preparatory School John A. Carnevale ’81 Scholarship Fund on behalf of Sentinel Added benefits & Monetary Group.

About the Influence Awards

Independent registered investment advisors have fundamentally changed the money services landscape by delivering independent investment assistance to high-net-worth investors. Established by Schwab in 2006, the Effect Awards recognize these contributions by honoring advisors and companies that have advanced the field via their visionary leadership, operational excellence, and engineering innovation.

The Best-in-Business Award goes to an independent investment advisory firm that has been in business for at least 10 many years, has a track record of growth and excellence, and uses technology solutions to aid expand market reach, responsiveness, and operational efficiencies.

The Pacesetter Award pays tribute to a company in organization 10 years or less that has shown initiative, development, and promise as well as a targeted use of technologies to extend its attain.

The Trailblazer Award recognizes an independent advisory company that is forging new ground from the RIA space by combining entrepreneurial spirit by using a drive to advance the industry’s interests as a whole.

The Best-in-Retirement Enterprise Award honors an independent record keeper or advisor that focuses on retirement programs, understands the exclusive needs of plan sponsors and/or participants, and has developed an innovative method to serving them.

As well as the Influence Awards, Schwab engages in a wide range of efforts to advance the independent advisory industry, like supporting nonprofit organizations and universities and amplifying the voice of independent advisors in Washington, D.C. on regulatory and public affairs difficulties. Schwab Advisor Providers has also launched a national print and digital advertising campaign to boost awareness of the independent advisory model.

For a lot more information over the Affect Awards program, visit affect.schwab.com/awards.

Follow @Schwab4RIAs #SchwabIMPACT for news and updates from Affect? 2016

About Charles Schwab

At Charles Schwab we believe while in the power of investing to help persons create a better tomorrow. We have a history of challenging the status quo in our business, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients’ ambitions with passion and integrity.

Much more information is available at www.aboutschwab.com. Follow us on Twitter, Facebook, YouTube, and LinkedIn.

Disclosures

Through its operating subsidiaries, The Charles Schwab Corporation (NYSE:SCHW) provides a full range of securities brokerage, banking, income management and monetary advisory companies to individual traders and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment companies and products including an extensive selection of mutual funds; money preparing and investment tips; retirement plan and equity compensation plan providers; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors by Schwab Advisor Solutions. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides banking and lending providers and products. More information is available at www.schwab.com and www.aboutschwab.com.

For general informational purposes only.

Independent investment advisors are not owned by, affiliated with or supervised by Charles Schwab & Co. Inc. (“Schwab”). The mention of the above companies is not, and should not be construed as a recommendation, endorsement or sponsorship by Schwab.

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