I'm thrilled to release our top picks for the most innovative firms in wealth management. This is Financial Planning's first-ever Innovation Awards, which recognize game-changing technologies in marketing, client engagement and customized portfolio management. The winners will be recognized at our ADVISE AI conference in Las Vegas this Oct. 9-10, when we will also name two Innovators of the Year live. You can see more details about the winners here, and much more at Financial Planning. Feel free to reach out to me at [email protected]. See you at the ADVISE AI conference! | 