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2017 Industry Awards & Executive Roundtable WealthManagement
 

Octboer 2017

AWARDS GALA

The Industry's Best Honored At 2017 Wealth Management Industry Awards


Forty-three different companies took home awards at the Wealthies, which celebrate excellence in serving financial advisors.

FULL ARTICLE


The 2017 Wealth Management Industry Award Winners


Out of an initial pool of over 500 entrants, here are the winning firms that took home a "Wealthie" at the Wealth Management Industry Awards, held Oct. 11 at the Plaza Hotel in New York City.

FULL ARTICLE

Scenes from the 2017 Wealth Management Industry Awards

More than 350 people attended the third annual WealthManagement.com Industry Awards black-tie gala at The Plaza hotel in New York City on Oct. 11.

FULL ARTICLE

ROUNDTABLE COVERAGE

The Biggest Threats to IBDs

Three top executives of leading IBD firms on fixing the fiduciary rule, how the demographic tides are working against them and why they should be more scared of Amazon and Google than each other.

FULL ARTICLE


Can the Independent Broker/Dealer Survive?

“Firms that actually create value, that actually add services, that actually help the advisor achieve their goals and deliver a better experience to the end client—those are the ones that will continue to be part of the supply chain. The rest will be marginalized.”

FULL ARTICLE

Highlights from the Executive Forum: Advisor Tech in the Year 2020 Roundtable

Executives from technology vendors and wealth management firms discuss the future of the industry.

FULL ARTICLE


 

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