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  • Sep 1, 2015
    Industry Awards
    WealthManagement.com Video Network

    Industry Award Finalist: CLS Investments Value Added Tools and Video Statements

    CLS Investments CEO Todd Clarke discusses Value Added Tools and Video Statements, finalist initiatives in the Asset Managers - ETF Strategists and Technology Providers - Innovation categories of the 2015 WealthManagement.com Industry Awards....More
  • Aug 31, 2015
    Industry Awards
    WealthManagement.com Video Network

    Industry Award Finalist: Orion Advisor Services

    Eric Clarke and the Orion Advisor Services team discusses the Orion Client Portal and Orion Connect, finalist iniatives in the Technology Providers - Client Portals and Portfolio Management categories of the 2015 WealthManagement.com Industry Awards....More
  • Aug 31, 2015
    Industry Awards
    WealthManagement.com Video Network

    Industry Award Finalist: Raymond James Marketing Support

    Maggie Kokemuller, Director Advisor Agency, Raymond James Financial, discusses the firm's Marketing Support initiative, a finalist in the Broker Dealers - Practice Management category of the 2015 WealthManagement.com Industry Awards....More
  • Aug 28, 2015
    Industry Awards
    WealthManagement.com Video Network

    Industry Award Finalist: Raymond James Financial Social Media Platform

    Lisa Turley, VP Advisor Marketing, Raymond James Financial discusses the firm's social media platform, a finalist in the Social Media - Implementation category of the 2015 WealthManagement.com Industry Awards....More
  • Aug 28, 2015
    Industry Awards
    WealthManagement.com Video Network

    Industry Award Finalist: Waddell & Reed Social Media Platform

    Brian Cody, AVP Interactive Media, Waddell & Reed, discusses the firm's social media platform, a finalist in the Social Media - Implementation category of the 2015 WealthManagement.com Industry Awards....More
  • Aug 26, 2015
    Industry Awards
    WealthManagement.com Video Network

    Industry Award Finalist: Franklin Square Alternative Funds

    Franklin Square Executive Vice President of Sales and Distribution Lance Murphy discusses the firm's Alternative Funds initiative, a finalist in the Asset Managers - Alternatives category of the 2015 WealthManagement.com Industry Awards....More
  • Aug 26, 2015
    Industry Awards
    WealthManagement.com Video Network

    Industry Award Finalist: HighTower Blueprint for Growth

    Michael Parker, Managing Director, Head of National Enterprise Development, HighTower, discusses Blueprint for Growth, a finalist in the Technology - Non-Custodian Support Platforms category of the 2015 WealthManagement.com Industry Awards....More
  • Aug 26, 2015
    Industry Awards
    WealthManagement.com Video Network

    Industry Award Finalist: Advisor Partners Ongoing Research Initiative

    Daniel S. Kern, President and Chief Investment Officer, Advisor Partners, discusses the firm's Ongoing Research initiative, a finalist in the Thought Leadership - Investing category of the 2015 WealthManagement.com Industry Awards....More
  • Aug 25, 2015
    Industry Awards
    WealthManagement.com Video Network

    Industry Award Finalist: MarketCounsel RIA Incubator Program

    MarketCounsel President and CEO Brian Hamburger discusses the firm's RIA Incubator Program, a finalist in the Disruptors - Industry category of the 2015 WealthManagement.com Industry Awards....More
  • Aug 25, 2015
    Industry Awards
    WealthManagement.com Video Network

    Industry Award Finalist: MarketCounsel Summit

    MarketCounsel President and CEO Brian Hamburger discusses the MarketCounsel Summit, a finalist in the Thought Leadership - Content/Education category of the 2015 WealthManagement.com Industry Awards....More
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