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Now in its second year, the WealthManagement.com Industry Awards recognize the companies and organizations that support financial advisor success. Over 325 senior wealth professionals attended the gala in 2015. For 2016 the awards will offer expanded marketing, PR and networking opportunities for participants.

Summit Brokerage Logo
2016 Winner: Summit Brokerage
Oct 21, 2016
Summit Brokerage is the winner of the Broker/Dealers (Fewer than 1000 Advisors)—Transition Support category.
2016 Winner: IMCA
2016 Winner: IMCA
Oct 21, 2016
Investment Management Consultants Association® is the winner of the Industry Associations category.
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
2016 Winner: Pershing
Oct 21, 2016
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.
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