The WealthManagement.com Industry Awards program has been designed to recognize the companies and organizations that support financial advisor success.
Delivering outstanding advice to investors requires a strong ecosystem of industry expertise, superior products, top-notch service and innovative technology that provide advisors with the resources they need to navigate their clients toward their financial goals.
The WealthManagement.com Industry Award program is the first of its kind to acknowledge excellence among vendors and suppliers serving the financial advisor community...
James Poer, President and Chief Executive Officer, NFP Advisor Services, discusses Workstation, a finalist in the Broker/Dealers - Technology category of the 2015 WealthManagement.com Industry Awards.
Kristen LeClair, Senior Vice President, NFP Advisor Services, discusses Business Consulting Services, a finalist in the Broker/Dealers - Practice Management category of the 2015 WealthManagement.com Industry Awards.
Jon Patullo, Managing Director, Institutional Technology Solutions, TD Ameritrade Institutional, discusses Veo One/Veo Open Access, a finalist in the Custodians - Technology category of the 2015 WealthManagement.com Industry Awards.
Vanessa Oligino, Director, Business Performance Solutions, TD Ameritrade Institutional, discusses Business Performance Consulting, a finalist in the Custodians - Practice Management category of the 2015 WealthManagement.com Industry Awards.
John Vanderheyden, Executive Vice President and Chief Operating Officer, NFP Advisor Services, discusses Transition Consultants, a finalist in the Broker/Dealers - Transition Support category of the 2015 WealthManagement.com Industry Awards.
Ben Welch, Managing Director, iRebal, TD Ameritrade Institutional, discusses iRebal, a finalist in the Technology Providers - Rebalancing category of the 2015 WealthManagement.com Industry Awards.
Skip Schweiss, Managing Director, Advisor Advocacy and Industry Affairs, TD Ameritrade Institutional, discusses Advocacy Platform, a finalist in the Thought Leadership - Industry/Advocacy category of the 2015 WealthManagement.com Industry Awards.
Scott Lawlor, founder and CEO, Waypoint Residential, discusses the firm's Direct Real Estate Investment Platform, a finalist in the Asset Managers - Real Estate category of the 2015 WealthManagement.com Industry Awards.