Recruiting the children of financial advisors
CompanynbspUnited Capital Financial AdvisorsnbspCategorynbspDisruptors ndash IndustrynbspInitiativenbspFinLifenbspPartnersnbspAdvisor demand for United Capitalrsquosnbspinvestmentnbsptools and client resourcesnbspprompted the companynbspto launch a digitalnbspplatformnbspFinLifenbspPartners in April 2016 Targetingnbspa range of RIAs from those managing 250 million to 750 million to nationalscale firms with more than 1 billion in assets under
2016 Winner: J.P. Morgan Funds
CompanynbspJohn Hancock InvestmentsCategorynbspAsset Managers  ETFsInitiativenbspETF Research and Education PortalnbspJohn Hancock Investments harnesses a wide range of insight and analysis from its network of asset managers and investment partners On the ETF research portal advisors can explore the latest thinking on issues most relevant to their clients and prospects including white papers videos and data Topics include how to blend passive and active strategies incorporating
Edward Jones
Raymond James
Wealthaccess