Corporate Insight is proud to unveil our 16th annual Asset Management – Advisor Monitor Awards Report, offering a broad benchmarking of advisor websites across six key categories: Advisor Homepages, Commentary and Thought Leadership, Literature Order Systems, Multimedia, Investor Education and New Tools.
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 version of a feature 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 revamps, improvements enacted by a specific firm or adjustment to grading criteria weights in order to reflect current industry best practices.