MarketCounsel President and CEO Brian Hamburger discusses the firm's RIA Incubator Program, a finalist in the Disruptors - Industry category of the 2015 WealthManagement.com Industry Awards.
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.
