Matson Money

Awards &
Accomplishments

Matson Money
Awards:

Rising Start Award

Josh Crawford | RIA Intel | 2022

RIA Intel inaugural RIA Intel Awards, a celebration of financial advisors, wealth management firms, and others who support them.

The winners were chosen by the RIA Intel editorial team with help from the RIA Institute’s advisory board, a 24-member group of professionals from some of the most successful RIAs. Results were revealed at a gala dinner and ceremony at the Metropolitan Club of New York, September 14, 2022.

There was no submission fee to be considered in the awards.

Receipt of award does not acknowledge any particular skill or expertise on behalf of recipient and should not be used in determining whether to enter into any agreement with Matson Money, Inc.

Leading TAMP by Assets Under Management

Matson Money | Investment News Magazine | 2021

The “America’s Best TAMPs” provides RIAs, BD reps, banks, hedge funds, insurance, and wealth advisors with instant access to the top 25 TAMP providers.

Since 2009, The Wealth Advisor has provided news, opinion, and education for wealth managers and advisors alike. The outlet brings their readers the latest insights vital to their business, reducing the need to pour through dozens of news and industry publications. Headquartered in Los Angeles, California with correspondents in LA, New York and beyond, The Wealth Advisor is part of Marina Media, LLC. Visit www.TheWealthAdvisor.com.

In order to be included in the publication a sponsor fee of $10,000 was paid.

Receipt of award does not acknowledge any particular skill or expertise on behalf of recipient and should not be used in determining whether to enter into any agreement with Matson Money, Inc.

Best Place to Work

Top 5 in Our Category | Phoenix Business Journal | 2021

The criteria and descriptions for the 2021 PBJ Best Places to Work are detailed as follows.

In order to be considered for this award a company needed to be nominated/submit an application to be considered. Best Places to Work brought to you by The Phoenix Business Journal and CornerStone Staffing

ELIGIBILITY REQUIREMENTS

The Phoenix Business Journal is proud to announce that we are now in the 17th year of our annual Best Places to Work awards. This year our event will be referred to as The Best Places to Work brought to you by The Phoenix Business Journal and CornerStone Staffing. The program recognizes companies with excellent moral, engagement, and retention. Phoenix companies with a minimum of 10 full-time equivalent, permanent employees are eligible to participate.

Our research partner, Quantum Workplace, will provide each participating company with instructions on how to disseminate the employee survey to the local work force.

All full-time and part-time, permanent local employees must be invited to take the survey. Employees with more than 5 percent ownership in the company are not allowed to take the survey. Temporary, contractors or seasonal employees should NOT be included in the survey. The survey is confidential.

This awards program honors more than 100 companies in Phoenix. All winners who made the PBJ list qualified by ranking from research director, Quantum Workplace. All winners are included in the Best Places to Work Special Section published in the December 17th issue of the Phoenix Business Journal.

No compensation was given to be considered for the awards.

Receipt of award does not acknowledge any particular skill or expertise on behalf of recipient and should not be used in determining whether to enter into any agreement with Matson Money, Inc.

Executive Leadership

Mark Matson | Think Advisor LUMINARIES | 2021

The criteria, judges panel, and descriptions for the 2021 LUMINARIES Class are detailed as follows.  ThinkAdvisor’s Luminaries Awards 2021 distinguished judging panel and seasoned editorial team reviewed the submitted names of the best-of-the-best across the advisory business. In evaluating entries, a number of factors were considered, including: (1) The nominee’s impact on the firm, its advisors and the broader professional community and industry.  (2) This impact included both quantitative and qualitative results — such as the number of advisors affected by the nominee and a clear description of the innovative way the nominee contributed to the particular program, firm and broader community, and industry.  (3) Demonstrated an ability to achieve goals and display ingenuity in terms of creative thinking and problem solving.  (4) A description of the nominee’s dedication to furthering the development of advisors and the industry — most notably its ability to serve the best interests of investor clients.  (5) A personal commitment to the highest ethical standards, service, and excellence.  (6) Individuals, teams, or organizations were nominated by themselves or others.  (7) All entries included 3-5 examples that qualitatively and quantitatively demonstrated the impact their efforts have had over the past 12-18 months.

Nominees could be individuals, firms, and professionals from small and large firms. They could span from the entire investment advisory ecosystem including: Asset/Portfolio Management Firms, Retirement Product Companies, Retirement Planning Firms, Broker-Dealers, Corporate RIAs, RIA/IAR Firms, Clearing/Custodial Firms, Fintech/Tamp Platforms, Partnerships, Consulting Firms.

Mark Matson – Executive Leadership:  Economic, regulatory, technological, and other issues are influencing the industry landscape as never before, making leadership and its responsiveness critical. This category acknowledges those leading and guiding key decisions, including strategy, product development, hiring, the use of technology and more, in successful, innovative, and dynamic ways. It will recognize those making the decisions that matter most in this fast-changing environment and that support bold strategies producing both quantitative and qualitative results for their practices, teams, firms, and the broader financial-services community. We will also acknowledge rising stars in this category.

Judges for the awards included Renée Baker, Joe Duran, Sonya Dreizler, Ric Edelman, Gabe Garcia, Neesha Hathi, Kate Healy, Aneri Jambusaria, Jeff Levine, Aaron Schaben, Mark Tibergien, Amy Webber, and Dasarte Yarnway.  More details on judges can be found on the ThinkAdvisor Luminaries Award 2021 webpage.

No compensation was given to be considered for the awards.

Receipt of award does not acknowledge any particular skill or expertise on behalf of recipient and should not be used in determining whether to enter into any agreement with Matson Money, Inc.

Thought Leadership & Education

Josh Crawford | Think Advisor LUMINARIES | 2021

The criteria, judges panel, and descriptions for the 2021 LUMINARIES Class are detailed as follows.  ThinkAdvisor’s Luminaries Awards 2021 distinguished judging panel and seasoned editorial team reviewed the submitted names of the best-of-the-best across the advisory business. In evaluating entries, a number of factors were considered, including: (1) The nominee’s impact on the firm, its advisors and the broader professional community and industry.  (2) This impact included both quantitative and qualitative results — such as the number of advisors affected by the nominee and a clear description of the innovative way the nominee contributed to the particular program, firm and broader community, and industry.  (3) Demonstrated an ability to achieve goals and display ingenuity in terms of creative thinking and problem solving.  (4) A description of the nominee’s dedication to furthering the development of advisors and the industry — most notably its ability to serve the best interests of investor clients.  (5) A personal commitment to the highest ethical standards, service, and excellence.  (6) Individuals, teams, or organizations were nominated by themselves or others.  (7) All entries included 3-5 examples that qualitatively and quantitatively demonstrated the impact their efforts have had over the past 12-18 months.

Nominees could be individuals, firms, and professionals from small and large firms. They could span from the entire investment advisory ecosystem including: Asset/Portfolio Management Firms, Retirement Product Companies, Retirement Planning Firms, Broker-Dealers, Corporate RIAs, RIA/IAR Firms, Clearing/Custodial Firms, Fintech/Tamp Platforms, Partnerships, Consulting Firms.

Josh Crawford – Thought Leadership & Education:  This category will honor those working to better understand, shape and improve industry practices, as well as those who strive to educate advisors and investors in timely and informative ways to improve client outcomes. It is open to professionals conducting valuable research and leading educational efforts across a variety of platforms — social media, online apps, videos, podcasts, white papers, etc. — that are focused on topics such as behavioral finance, retirement income, ESG and other topics. Influential to many, these nominees relentlessly support the industry’s efforts to educate both advisors and clients in beneficial ways that improve financial security, retirement security, financial literacy, and related efforts. We will also acknowledge rising stars in this category.

Judges for the awards included Renée Baker, Joe Duran, Sonya Dreizler, Ric Edelman, Gabe Garcia, Neesha Hathi, Kate Healy, Aneri Jambusaria, Jeff Levine, Aaron Schaben, Mark Tibergien, Amy Webber, and Dasarte Yarnway.  More details on judges can be found on the ThinkAdvisor Luminaries Award 2021 webpage.

No compensation was given to be considered for the awards.

Receipt of award does not acknowledge any particular skill or expertise on behalf of recipient and should not be used in determining whether to enter into any agreement with Matson Money, Inc.

Thought Leadership & Education

Matson Money | Think Advisor LUMINARIES | 2021

The criteria, judges panel, and descriptions for the 2021 LUMINARIES Class are detailed as follows.  ThinkAdvisor’s Luminaries Awards 2021 distinguished judging panel and seasoned editorial team reviewed the submitted names of the best-of-the-best across the advisory business. In evaluating entries, a number of factors were considered, including: (1) The nominee’s impact on the firm, its advisors and the broader professional community and industry.  (2) This impact included both quantitative and qualitative results — such as the number of advisors affected by the nominee and a clear description of the innovative way the nominee contributed to the particular program, firm and broader community, and industry.  (3) Demonstrated an ability to achieve goals and display ingenuity in terms of creative thinking and problem solving.  (4) A description of the nominee’s dedication to furthering the development of advisors and the industry — most notably its ability to serve the best interests of investor clients.  (5) A personal commitment to the highest ethical standards, service, and excellence.  (6) Individuals, teams, or organizations were nominated by themselves or others.  (7) All entries included 3-5 examples that qualitatively and quantitatively demonstrated the impact their efforts have had over the past 12-18 months.

Nominees could be individuals, firms, and professionals from small and large firms. They could span from the entire investment advisory ecosystem including: Asset/Portfolio Management Firms, Retirement Product Companies, Retirement Planning Firms, Broker-Dealers, Corporate RIAs, RIA/IAR Firms, Clearing/Custodial Firms, Fintech/Tamp Platforms, Partnerships, Consulting Firms.

Matson Money – Thought Leadership & Education:  Open to firms making outstanding efforts to better understand and train new and existing industry participants — including advisors, as well as their investor clients. We also will honor companies at the forefront of areas like behavioral finance, retirement income, ESG and other innovative topics and which are producing independent research and tools to help the industry connect new understanding with practical applications and positive impacts for all investors and communities. These efforts should include (but are not limited to) valuable research, new approaches and educational outreach that encompass social media, online apps, videos, podcasts, white papers, etc., and that seek to improve financial security or have other broad impacts.

Judges for the awards included Renée Baker, Joe Duran, Sonya Dreizler, Ric Edelman, Gabe Garcia, Neesha Hathi, Kate Healy, Aneri Jambusaria, Jeff Levine, Aaron Schaben, Mark Tibergien, Amy Webber, and Dasarte Yarnway.  More details on judges can be found on the ThinkAdvisor Luminaries Award 2021 webpage.

No compensation was given to be considered for the awards.

Receipt of award does not acknowledge any particular skill or expertise on behalf of recipient and should not be used in determining whether to enter into any agreement with Matson Money, Inc.

Leading TAMP by Assets Under Management

Matson Money | Investment News Magazine | 2020

The “America’s Best TAMPs” provides RIAs, BD reps, banks, hedge funds, insurance and wealth advisors with instant access to the top 25 TAMP providers.

Since 2009, The Wealth Advisor has provided news, opinion, and education for wealth managers and advisors alike. The outlet brings their readers the latest insights vital to their business, reducing the need to pour through dozens of news and industry publications. Headquartered in Los Angeles, California with correspondents in LA, New York and beyond, The Wealth Advisor is part of Marina Media, LLC. Visit www.TheWealthAdvisor.com.

In order to be included in the publication a sponsor fee of $10,000 was paid.

Receipt of award does not acknowledge any particular skill or expertise on behalf of recipient and should not be used in determining whether to enter into any agreement with Matson Money, Inc.