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.
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.
TRX CEO Sheryl Rowling discusses TRX Edge, a finalist in the Technology Providers - Rebalancing category of the 2015 WealthManagement.com Industry Awards.
Tom Florence, President and CEO, 361 Capital, discusses the firm's alternative funds initiative, a finalist in the Asset Managers - Alternatives category of the 2015 WealthManagement.com Industry Awards.
Josh Bohlander, VP of Technology, Raymond James Financial discusses the Raymond James Client Center, a finalist in the Broker/Dealers (1,000 Advisors Or More) - Technology category of the 2015 WealthManagement.com Industry Awards.
Advizr Co-Founder and CEO Hussain Zaidi discusses Advizr Platform, a finalist in the Technology Providers - Financial Planning category of the 2015 WealthManagement.com Industry Awards.
Katherine Roy, Chief Retirement Strategist, J.P. Morgan Asset Management, discusses Guide to Retirement, a finalist in the Thought Leadership - Investing category of the 2015 WealthManagement.com Industry Awards.
Morningstar Head of Global Advisor Solutions Tricia Rothschild discusses the firm's By All Accounts Platform, a finalist in the Technology Providers: Account Aggregation category of the 2015 Wealth Management Industry Awards.
WBI President Matthew Schreiber discusses the firm's Enhanced SMA initiative, a finalist in the Asset Managers: Separate Accounts category of the 2015 Wealth Management Industry Awards.
Live Oak Bank Managing Director Jason Carroll discusses the firm's Succession Lending Platform, a finalist in the Disruptors: Industry category of the 2015 Wealth Management Industry Awards.
First Rate CEO Craig Wietz discusses OnPoint Reporting, a finalist in the Technology Providers: Wealth Reporting category of the 2015 Wealth Management Industry Awards.