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.
Jon Patullo, Managing Director, Institutional Technology Solutions, TD Ameritrade Institutional, discusses Veo One/Veo Open Access, a finalist in the Custodians - Technology category of the 2015 WealthManagement.com Industry Awards.
Vanessa Oligino, Director, Business Performance Solutions, TD Ameritrade Institutional, discusses Business Performance Consulting, a finalist in the Custodians - Practice Management category of the 2015 WealthManagement.com Industry Awards.
John Vanderheyden, Executive Vice President and Chief Operating Officer, NFP Advisor Services, discusses Transition Consultants, a finalist in the Broker/Dealers - Transition Support category of the 2015 WealthManagement.com Industry Awards.
Ben Welch, Managing Director, iRebal, TD Ameritrade Institutional, discusses iRebal, a finalist in the Technology Providers - Rebalancing category of the 2015 WealthManagement.com Industry Awards.
Skip Schweiss, Managing Director, Advisor Advocacy and Industry Affairs, TD Ameritrade Institutional, discusses Advocacy Platform, a finalist in the Thought Leadership - Industry/Advocacy category of the 2015 WealthManagement.com Industry Awards.
Scott Lawlor, founder and CEO, Waypoint Residential, discusses the firm's Direct Real Estate Investment Platform, a finalist in the Asset Managers - Real Estate category of the 2015 WealthManagement.com Industry Awards.
Greg Gilbert, co-founder, Infinity Financial Services, discusses Elevate Financial Planning, a finalist in the Broker/Dealers - Technology category of the 2015 WealthManagement.com Industry Awards.
Barry G. Knight, President and CEO, NEXT Financial Group, discusses the firm's Transition Team, a finalist initiative in the Broker Dealers - Transition Support category of the 2015 WealthManagement.com Industry Awards.
Barry G. Knight, President and CEO, NEXT Financial Group, discusses the firm's Commitment to Excellence, a finalist initiative in the Broker Dealers - Service category of the 2015 WealthManagement.com Industry Awards.
Barry G. Knight, President and CEO, NEXT Financial Group, discusses the firm's ELITE Program, a finalist in the Broker Dealers - Practice Management category of the 2015 WealthManagement.com Industry Awards.
