LOS ANGELES, Sept. 17, 2018 /PRNewswire-PRWeb/ -- AdvicePeriod, an advisory firm built for advisors, by advisors, is pleased to announce that is was selected as winners of two WealthManagement.com Industry Awards. The awards recognize companies and individuals that support financial advisor success. AdvicePeriod brought home the top prize in the Best Family Office and Innovator of the Year categories.
"It's a great team win," shares Steve Lockshin, AdvicePeriod Principal. "Our entire firm is committed to the goal of reinventing wealth management."
Lockshin leads the specialized team within AdvicePeriod called "the Lab" which won the Best Family Office category. The group consists of top professionals that deal with the firm's most complex clients, while also testing technology that may be used firm-wide.
One of the firm's Principals, Larry Miles, received the Innovator of the Year award for his role in building AdvicePeriod for Advisors. This initiative seeks to attract underserved, technology forward and planning centric advisors. In approximately 2 years, it has attracted over 25 advisors in 13 states.
"Our team is constantly innovating," said Miles. "And we are just getting started. We expect to dramatically enhance our client and advisor experience over the next 12 to 18 months. It's great to be recognized for what the team has done to date."
AdvicePeriod started four years ago with the goal of reinventing wealth management by utilizing technology and focusing on what really matters. This year alone they have won multiple national awards ranging from industry specific to being a best workplace. Expect more exciting announcements in the coming weeks.
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 RippleNami
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