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.
First Rate is the winner of the Technology Providers - Compliance category and the Technology Providers - Corporate Social Responsibility-Diversity category.
Envestnet, Inc. is the winner of the 401(k) Services category, Asset Managers - Socially Responsible Investing (SRI) / Impact Investing category and the TAMPs category.
Fidelity Investments is the winner of the Family Offices – Thought Leadership category and Custodians ($25 Billion or More) – Thought Leadership category.
