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.
A guide to the companies, individuals and organizations who are bringing new innovations to market that make a real difference to the daily activities of financial advisors.
The ninth annual awards were held on Sept. 7 at the Ziegfeld Theater in New York City, honoring 80 companies and executives in the wealth management space.
Listen as Greg Gates, managing director & chief technology & information officer, LPL Financial, discusses how their 2023 Wealthies Initiatives help financial advisors.
Listen as Samantha Allen, senior vice president of digital marketing, Carson Group, discusses how their 2023 Wealthies Initiatives help financial advisors.
