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.
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.
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...