The WealthManagement.com Industry Awards program has been designed to recognize the companies and organizations that support financial advisor success.
Delivering outstanding advice to investors requires a strong ecosystem of industry expertise, superior products, top-notch service and innovative technology that provide advisors with the resources they need to navigate their clients toward their financial goals.
Pershing, a BNY Mellon company, is the winner of three categories: Asset Managers – Separate Accounts, Custodians ($25 Billion or More) – Technology, and Custodians ($25 Billion or More) -- Transition Support.
First Rate is the winner of the Technology Providers - Compliance category and the Technology Providers - Corporate Social Responsibility-Diversity category.
