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.
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.