Tom Florence, President and CEO, 361 Capital, discusses the firm's alternative funds initiative, a finalist in the Asset Managers - Alternatives category of the 2015 WealthManagement.com Industry Awards.
Josh Bohlander, VP of Technology, Raymond James Financial discusses the Raymond James Client Center, a finalist in the Broker/Dealers (1,000 Advisors Or More) - Technology category of the 2015 WealthManagement.com Industry Awards.
Katherine Roy, Chief Retirement Strategist, J.P. Morgan Asset Management, discusses Guide to Retirement, a finalist in the Thought Leadership - Investing category of the 2015 WealthManagement.com Industry Awards.
Aberdeen Asset Management's Devan Kaloo, head of Global Emerging Markets Equities and Global Head of Equities, discusses three main issues facing emerging markets — China, U.S. monetary policy and earnings.
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.