Our LUMINARIES recognition program honors the top financial advisors and firms moving the industry forward in ways that matter most to financial professionals and the communities they serve.
The following details highlight the process of how the finalists and winners of 2022 are selected. On Nov. 17, the select group of winners will be announced on stage at the program's second awards dinner and gala in New York.
Category Selection
The program is based on several evolving categories that are reviewed each year by the editorial team and revised in light of changes in industry best practices, priorities and trends, in order to focus on efforts that truly are taking the industry to the next level. For 2022, the themes are Community Impact; Diversity, Equity & Inclusion; Executive Leadership; and Thought Leadership & Education.
The Nomination Process
Individuals and firms complete a nomination form for themselves and/or others via an online platform, which requests detailed data, metrics and examples that show the nominees are meeting category criteria.
All nominations are given equal consideration. Editors do not dictate the nomination pool and work to ensure that the field of honorees is as open and broad as possible. An email marketing campaign targeting a database of 350,000 contacts is conducted over 12 weeks to encourage entries.
Nominees are encouraged to answer each question in detail and to avoid repetition in the information being submitted in the form.
The Judging Process for Finalists
