Industry Award Finalist: First Rate OnPoint Reporting
Jul 24, 2015
First Rate CEO Craig Wietz discusses OnPoint Reporting, a finalist in the Technology Providers: Wealth Reporting category of the 2015 Wealth Management Industry Awards.
Industry Award Finalist: First Rate Goals Based Reporting Initiative
Jul 24, 2015
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.
Industry Award Finalist: Quovo Platform
Jul 14, 2015
Quovo CEO Lowell Putnam discusses the Quovo Platform, a finalist in the account aggregation category of the 2015 Wealth Management Industry Awards.
Industry Award Finalist: SSN FOCALweb Work Station
Jun 22, 2015
Doug Baxley, Assistant Vice President, Compliance, for SSN, discusses FOCALweb, a finalist in the technology category of the 2015 WealthManagement.com Industry Awards.
Over 95 Financial Services Companies Named as Best in the Business
Over 95 Financial Services Companies Named as Best in the Business
May 14, 2015
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...