We’re proud to announce we have been named as finalist in two categories for the 2020 Wealthmanagment.com Industry Awards:
- Portfolio Management, Accounting and Performance Reporting for our tax management capabilities, focused on making tax management more accessible and systematic. Learn more about tax management here.
- Thought Leadership for our Discretionary Portfolio Management research paper, produced in partnership with F2 Strategy. Learn more about the research paper or download a copy.
The awards, known as the “Wealthies,” highlight current initiatives across a broad range of individuals, companies and organizations whose work helps financial advisors build better practices and improves the quality of services for their clients. See the full list of finalists.
The awards program received 625 entries from 221 companies this year, and 155 organizations were selected as finalists in one or more of the 73 qualifying categories. A panel of independent judges pulled from different corners of the wealth management space selected the initiatives they felt had the most relevance and impact to help financial advisors, and they will select the winner in each category to be announced in the fall.
The 2020 Wealthies Virtual Awards event will take place Sept. 10.