The custodial services provider earns nod for the rollout of Earnwise platform.
The annual 2018 WealthManagement.com Industry Awards are just a few months away and we are excited to learn we have been chosen to be a finalists in the category of Custodian (Emerging – Less than $25B>Technology.1
The annual WealthManagement.com Industry Awards honors outstanding achievements by companies and organizations that support financial advisor success. A record number of submissions were received this year, with more than 600 entries received from nearly 250 companies1. Only 156 of the 600 entries were selected as finalists in one or more of the 67 categories1. Winners will be announced at a black-tie gala on September 13, 2018 at the Ziegfeld Ballroom in New York City1.
“Over the past two years, we have had many conversations with our advisors and, without a doubt, robo and mobile are on top of their minds,” said TradePMR’s founder, president and CEO, Robb Baldwin. “EarnWise is the result of really listening to what our advisors want and anticipating their needs for the future in an effort to help them run a successful and streamlined business. We are thrilled that the judges recognize our efforts.”
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Securities offered through Trade-PMR, Inc., member FINRA/SIPC. Custodial services offered through First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. TradePMR and First Clearing are not affiliated.
1 2018, May 30, WealthManagement.com Press Release, WealthManagement.com Announces Finalists for the 2018 Industry Awards