Advent: In a Diverse Industry, Customization is Key

Oct 28, 2015

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...

Scenes from the 2015 Wealth Management Industry Awards

Oct 02, 2015

Photos by Jered Haag, Sean Barrow and Kathy McGilvery

The Winners of the 2015 Wealth Management Industry Awards

Oct 01, 2015

Awards winners not pictured...

WealthManagement.com Awards Recognize The Industry's Best Initiatives

Oct 01, 2015

Charles Schwab, Envestnet the big winners of the night

Industry Award Finalist: ACE Private Risk Services HNW European Insurance

Sep 25, 2015

Annmarie Camp, Senior Vice President, ACE Private Risk Services, discusses HNW European Insurance, a finalist in the Insurance category of the 2015 WealthManagement.com Industry Awards.

The 2015 Wealth Management Industry Awards Winners

Sep 25, 2015

The WealthManagement.com Industry Award program is the first of its kind to acknowledge excellence among vendors and suppliers serving the financial advisor community...

Industry Award Finalist: NFP Advisor Services Workstation

Sep 24, 2015

James Poer, President and Chief Executive Officer, NFP Advisor Services, discusses Workstation, a finalist in the Broker/Dealers - Technology category of the 2015 WealthManagement.com Industry Awards.

Industry Award Finalist: NFP Advisor Services Business Consulting Services

Sep 24, 2015

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.