Corporate Insight is proud to unveil our 15th annual Mutual Fund—Advisor Monitor Awards report, offering a broad benchmarking of the advisor websites across six key categories: Advisor Homepage, Literature Order Systems, Practice Management Resources, Multimedia, Commentaries & Thought Leadership and Best New or Improved Tool.
As in past years, we assign the Gold Medal to firms that present exceptional offerings within given categories. We award a Silver Medal for firms that offer similar value but lack some of the outstanding attributes and functions of the best offerings. We give the Bronze Medal to firms that offer a unique or noteworthy iteration but do not meet our highest standards for a given category. Changes to rankings and awarded medals from previous iterations of the same category were predominantly influenced by this year’s site revamps. Additionally, adjustments were made to grading criteria weights in order to reflect current industry best practices. This year, Vanguard was added to our lineup of coverage group firms, which also impacted grading and rankings across all categories.