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.
Greg Gilbert, co-founder, Infinity Financial Services, discusses Elevate Financial Planning, a finalist in the Broker/Dealers - Technology category of the 2015 WealthManagement.com Industry Awards.
Barry G. Knight, President and CEO, NEXT Financial Group, discusses the firm's Transition Team, a finalist initiative in the Broker Dealers - Transition Support category of the 2015 WealthManagement.com Industry Awards.
Barry G. Knight, President and CEO, NEXT Financial Group, discusses the firm's Commitment to Excellence, a finalist initiative in the Broker Dealers - Service category of the 2015 WealthManagement.com Industry Awards.
Barry G. Knight, President and CEO, NEXT Financial Group, discusses the firm's ELITE Program, a finalist in the Broker Dealers - Practice Management category of the 2015 WealthManagement.com Industry Awards.
