Boston – June 23, 2021 – Fiduciary Trust Company was recently named a finalist for the WealthManagement.com Industry Awards in two categories: Custodians: Transition Support and Thought Leadership Advisor Education Content.
The WealthManagement.com Awards recognize companies and individuals in the financial services industry for providing excellent services as well as delivering new initiatives and improvements. Finalists are selected by a panel of independent judges.
Factors considered in the custody services recognition are Fiduciary Trust’s streamlined, fully digitized onboarding process that provides a seamless experience for RIAs and their end-clients. Our thought leadership recognition highlighted Fiduciary Trust’s timely, objective insights, particularly during the early stages of the pandemic when our team of experts released 35 content pieces by 17 authors in five months.
FTC has previously been recognized by WealthManagement.com, including an award for Outstanding Achievement in Trusts and Chief Marketing Officer of the Year.
This year’s award recipients will be announced on September 9, 2021.
About Fiduciary Trust Company
Fiduciary Trust is a privately owned wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments. The firm also provides a range of services to professional financial advisors and single-family offices. Fiduciary’s capabilities include customized wealth planning, investment management, trustee and estate services, and family office, tax and custody services.
In serving third-party advisors, Fiduciary is distinguished by superior service and flexibility not typically available at today’s large providers. An independent firm, we have been delivering value to clients for 135 years and have earned a 98% annual client retention rate.
Fiduciary has been recognized by WealthManagement.com for “Outstanding Achievement in Trusts” and our New Hampshire affiliate, Fiduciary Trust of New England, has been named a “Most-Advisor Friendly Trust Company” by WealthAdvisor for six consecutive years.