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.
First Rate CEO Craig Wietz discusses the firm's Goals Based Reporting initiative, a finalist in the Thought Leadership: Industry/Advocacy category of the 2015 Wealth Management Industry Awards.
Doug Baxley, Assistant Vice President, Compliance, for SSN, discusses FOCALweb, a finalist in the technology category of the 2015 WealthManagement.com Industry Awards.
Out of a pool of over 300 submissions, WealthManagement.com on Friday released the names of the finalists for its first industry awards program, meant to recognize outstanding achievement in products or services that help advisors succeed. Some of...