LOS ANGELES, June 4, 2019 /PRNewswire-PRWeb/ -- AdvicePeriod, a national network of like-minded advisors, has been selected as finalists for three WealthManagement.com Industry Awards. The publication's industry awards recognize firms, organizations, and individuals that support financial advisor success.
Out of the 650 entries submitted for the 2019 nominations, AdvicePeriod was shortlisted in three award categories. The company was recognized as an industry disruptor with its initiative of becoming the Integrated Professional Services Firm of the Future. Steve Lockshin, AdvicePeriod Principal, was nominated for both CEO of the year and Thought Leader of the Year under the Individual RIA categories.
This announcement follows last year's "Wealthies" where AdvicePeriod was named WealthManagement.com's Best Family Office, and Innovator of the Year.
"I'm honored to be recognized alongside the other finalists for this year's awards" shares Steve Lockshin. "Our entire team is committed to our goal of reinventing wealth management."
Lockshin, a trusted industry veteran, leads a specialized team within AdvicePeriod dubbed "the Lab". Winner of 2018 Best Family Office, the Lab consists of top professionals that service many of AdvicePeriod's most complex clients.
"We envision a future for the industry that integrates professional services into one seamless and digital experience," said AdvicePeriod Principal, Jack Straub, when asked about their nominated initiative. "We are looking to drastically enhance the client/advisor relationship by disrupting the financial services landscape."
WealthManagement.com will announce its 2019 Industry Award winners on September 12, 2019, in New York City. AdvicePeriod expects to continue its winning momentum this award season.
About AdvicePeriod:
AdvicePeriod is a leading, SEC-registered investment advisor dedicated to focusing clients on the critical decisions necessary for managing their wealth. Our mission: to make wealth management more fair, effective, and successful; for clients and advisors alike. To learn more, visit: http://www.adviceperiod.com.
SOURCE AdvicePeriod
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