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.
The problem with most client-facing portals for financial advisors is that they take a one-size-fits-all approach.
But advisors have different types of clients, with different profiles, goals and preferences. And given that the financial advis...
Kristen LeClair, Senior Vice President, NFP Advisor Services, discusses Business Consulting Services, a finalist in the Broker/Dealers - Practice Management category of the 2015 WealthManagement.com Industry Awards.