Adviser Award Index

Latest awards news

Financial Adviser Diversity in Finance Awards 2019

The deadline for the inaugural Diversity in Finance Awards is fast-approaching, with entries due in by 1st March. The awards celebrate those companies in the financial services industry which are striving to make their workforce more diverse and inclusive, and therefore better able to serve the needs of modern society. To enter, visit the awards website at: https://diversityinfinance.ftadviser.com/

Finance Monthly M&A Awards 2019

Voting is currently open for the Finance Monthly M&A Awards 2019 and will close on 3rd April. There are a number of relevant categories for you to consider entering including:

  • Financial Life Planning Advisory Firm of the Year
  • Investment Management Advisory Firm of the Year
  • Pre & Post Retirement Adviser of the Year
  • Probate, Estate & Trust Advisory Firm of the Year
  • Retirement Planning Advisory Firm of the Year
  • Wealth Management Advisory Firm of the Year

Firms with the most votes will be shortlisted so if you want to make the list, now is the time to start encouraging your clients, providers and peers to vote for you at: https://mandaawards.finance-monthly.com/vote/

Everything you need to enter

Entering carefully selected awards can be an important part of your marketing strategy. Winning an award, or even being a finalist, provides numerous opportunities for increased exposure. Leverage it correctly and it’s a great way to attract new business or even new recruits.

To be effective you need three things:

  1. To know which awards to enter; scroll down for a list of awards we believe are most relevant to financial advisers and planners
  2. A compelling entry; the first of our two checklists will help you produce an eye-catching submission
  3. A plan to promote your success; our second checklist explains everything you need to do

It all starts though with deciding which awards to enter. The table below lists the key awards which take place throughout the year. We’ll keep this updated regularly, so make sure you check back often and follow us on Twitter (@yardstickagency) where we will make regular announcements.

Checklists

Our checklists will help you create compelling entries and then promote that success.

Checklist #1: How to prepare an effective award entry
Download as PDF

Checklist #2: Eight ways to capitalise on your award success
Download as PDF

Awards database

We want this index to be as comprehensive as possible. If you run, or know of, an award which you believe we should have been included in this table, please let us know by emailing [email protected]

Award
(click the link for more details)
Currently open for entriesDeadline
(MM/DD/YYYY)
Date of award ceremony
(MM/DD/YYYY)
Who for?
City of London Wealth Management Awards 2019NoNot currently open for submissions14/03/2019IFAs, Investment Managers, Support Services
Women in Banking & Finance Awards for AchievementYes27/02/201914/06/2019IFAs
Corporate Adviser AwardsNoNot currently open for submissions03/07/2019IFAs
Women in Pensions Awards 2019Yes26/02/201911/07/2019IFAs
STEP Private Client Awards 2019Yes30/04/201925/09/2019IFAs, Investment Managers
Money Age Awards 2019Yes14/06/201910/10/2019IFAs
The Financial Reporter Women's Recognition AwardsNoNot currently open for submissionsSeptemberIFAs, Support Services
Financial Services Forum Marketing Effectiveness AwardsNoNot currently open for submissions21/11/2019IFAs
Financial Adviser Diversity in Finance Awards 2019Yes01/03/201913/06/2019IFAs
Professional Adviser Awards 2020NoNot currently open for submissionsFebruaryFinancial Advisers & Planners, Investment Managers, Networks
Women in Financial Advice Awards 2019NoNot currently open for submissions07/03/2019Financial Advisers & Planners, Support Services, Mortgage Advisers
Finance Monthly M&A Awards 2019Yes04/03/201904/30/2019Financial Advisers & Planners, Support Services
The Investment Marketing and Innovation Awards 2019Yes04/05/201906/21/2019Investment Managers
Investment Life & Pensions Moneyfacts Awards 2019Yes04/12/201909/19/2019Financial Advisers & Planners, Investment Managers
MoneyAge Awards 2019Yes06/14/2019OctoberFinancial Advisers & Planners, Mortgage Advisers, Insurance Advisers
Professional Adviser Awards 2019NoNot currently open for submissions02/07/2019Financial Advisers & Planners, Investment Managers, Networks
Yorkshire Financial Awards 2019NoNot currently open for submissions02/21/2019Financial Advisers & Planners, Investment Managers, Support Services
PAM (Private Asset Managers) Awards 2019NoNot currently open for submissions03/07/2019Investment Managers
WealthBriefing European Awards 2019NoNot currently open for submissions04/11/2019Financial Advisers & Planners, Investment Managers
Citywealth Magic Circle Awards 2019NoNot currently open for submissions05/16/2019Financial Advisers & Planners, Support Services
UK Pensions Awards 2019NoNot currently open for submissions05/23/2019Investment Managers
Citywealth Brand Management and Reputation Awards 2019NoNot currently open for submissions06/20/2019Financial Advisers & Planners, Investment Managers, Support Services
Money Marketing Awards 2019NoNot currently open for submissions06/26/2019Financial Advisers & Planners, Investment Managers, Networks, Support Services, Mortgage Advisers
CISI Financial Planning Gala AwardsNoNot currently open for submissions09/30/2019Financial Advisers & Planners
New Model Adviser® 2019 AwardsNoNot currently open for submissionsJanuaryFinancial Advisers & Planners
Retirement Planner Awards 2019NoNot currently open for submissionsJuneFinancial Advisers & Planners
Women in Finance Awards 2019 (London)NoNot currently open for submissionsJuneFinancial Advisers & Planners, Investment Managers, Support Services
Wealth Adviser Awards 2019NoNot currently open for submissionsMayInvestment Managers
New Model Adviser Top 100NoNot currently open for submissionsNot applicableFinancial Advisers & Planners
Impact AwardsNoNot currently open for submissionsNot applicableFinancial Advisers & Planners, Investment Managers
Financial Adviser Service Awards 2019NoNot currently open for submissionsNovemberFinancial Advisers & Planners
Gold Standard Awards 2019NoNot currently open for submissionsNovemberFinancial Advisers & Planners, Investment Managers
Personal Finance Awards 2019NoNot currently open for submissionsNovemberFinancial Advisers & Planners
The Financial Services Forum Marketing Effectiveness Awards 2019NoNot currently open for submissionsNovemberFinancial Advisers & Planners, Investment Managers, Support Services, Mortgage Advisers
Investors Chronicle Investment and Wealth Management Awards 2019NoNot currently open for submissionsNovemberInvestment Managers
The Growth Investor Awards 2019NoNot currently open for submissionsNovemberFinancial Advisers & Planners, Investment Managers
Women in Finance Awards 2019 (Ireland)NoNot currently open for submissionsNovemberFinancial Advisers & Planners, Investment Managers, Support Services
Women in Investment Awards 2019NoNot currently open for submissionsNovemberInvestment Managers
International Adviser - Best Practice Adviser Awards 2019NoNot currently open for submissionsOctoberFinancial Advisers & Planners
Money Management Financial Planner Awards 2019NoNot currently open for submissionsOctoberFinancial Advisers & Planners