CompanynbspPershingnbspCategorynbspAsset Managers ndash Separate AccountsnbspInitiativenbspLockwood  Managed360nbspWith the advent of trends such as technologydriven automation andnbspfiduciary andnbspfeeonly arrangementsnbspbetween advisors andnbspclientsnbspmass affluent investors are increasingly interested innbspmanaged account offeringsnbspPershing LLC and Lockwood Advisors havenbspresponded to this shift bynbsplaunchingnbspManaged360nbspa s
CompanynbspBlackRockCategorynbspAsset Managers EquitiesProgramnbspMinimum Volatility Challenge ToolUsing both index and active strategies can provide a source of incremental return or a way to manage risknbspBlackrockrsquos Minimum Volatility Challenge tool helps advisors demonstrate the advantages of these smart beta strategies to their clientsThe online tool allows users to see what a greater focus on minimum volatility can do for a hypothetical portfolio An interactive platfo
2016 Winner: Betterment for Business
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Company 361 CapitalCategory Asset Managers nbspAlternativesnbspInitiative The New Core Allocation LongShort EquitynbspThe market uncertainty in late 2015 and early 2016 reminded advisors and their clients of the need for risk management tools and diversifiers that could help their portfolios weather volatile periods in the financial markets 361 Capital developed a white paper ldquoThe New Core Allocation LongShort Equityrdquo to address this need by helping guide advisors in th
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CompanynbspWedbush SecuritiesnbspCategorynbspBrokerDealers less than 1000mdashSocial Media LeadershipnbspInitiativenbspWedbush Social Media Engagement CampaignnbspSocial media offers annbspopportunity for financial advisors to expand their reach and build brand recognition But in a highly regulated industry advisorsnbspoftennbspdonrsquot havenbspto produce compliantnbspbrandconsistentnbspcontent whilenbspworking with clients and running their practice
2016 Winner: Envestnet | Tamarac