Mapping the Best Practices winners
Compensation and Staff Best Performers
Adviser Technology Study Best Performers
Compensation and Staffing Best Performers
/assets/docs src="/wp-content/uploads2017/10/CI1127911024.PNG"Edina, Minn.
/assets/docs src="/wp-content/uploads2017/10/CI1127931024.PNG"$1.6 billion
/assets/docs src="/wp-content/uploads2017/10/CI1127941024.PNG"CEO Ross Levin
/assets/docs src="/wp-content/uploads2017/10/CI1127911024.PNG"Fairfax, Virginia
/assets/docs src="/wp-content/uploads2017/10/CI1127931024.PNG"$625 million
/assets/docs src="/wp-content/uploads2017/10/CI1127941024.PNG"CEO David Greene
/assets/docs src="/wp-content/uploads2017/10/CI1127911024.PNG"San Diego
/assets/docs src="/wp-content/uploads2017/10/CI1127931024.PNG"$3.4 billion
/assets/docs src="/wp-content/uploads2017/10/CI1127941024.PNG"President Will Beamer
EisnerAmper Wealth Management & Corporate Benefits
/assets/docs src="/wp-content/uploads2017/10/CI1127911024.PNG"Iselin, N.J.
/assets/docs src="/wp-content/uploads2017/10/CI1127931024.PNG"$590 million
/assets/docs src="/wp-content/uploads2017/10/CI1127941024.PNG"Managing Officer Marc Scudillo
/assets/docs src="/wp-content/uploads2017/10/CI1127911024.PNG"Cincinnati
/assets/docs src="/wp-content/uploads2017/10/CI1127931024.PNG"$1.1 billion
/assets/docs src="/wp-content/uploads2017/10/CI1127941024.PNG"Portfolio Manager Zach Horn
/assets/docs src="/wp-content/uploads2017/10/CI1127911024.PNG"Downer's Grove, Ill.
/assets/docs src="/wp-content/uploads2017/10/CI1127931024.PNG"$2 billion
/assets/docs src="/wp-content/uploads2017/10/CI1127941024.PNG"Chief Operating Officer Yonhee Gordon
/assets/docs src="/wp-content/uploads2017/10/CI1127911024.PNG"Cincinnati
/assets/docs src="/wp-content/uploads2017/10/CI1127931024.PNG"$9 billion
/assets/docs src="/wp-content/uploads2017/10/CI1127941024.PNG"Director of Human Resources Steve Linder
/assets/docs src="/wp-content/uploads2017/10/CI1127911024.PNG"Chicago
/assets/docs src="/wp-content/uploads2017/10/CI1127931024.PNG"$1.2 billion
/assets/docs src="/wp-content/uploads2017/10/CI1127941024.PNG"Partner Jim Weil
/assets/docs src="/wp-content/uploads2017/10/CI1127911024.PNG"Harrisburg, Pa.,
/assets/docs src="/wp-content/uploads2017/10/CI1127931024.PNG"$426 million
/assets/docs src="/wp-content/uploads2017/10/CI1127941024.PNG"President Jeffrey Roof
/assets/docs src="/wp-content/uploads2017/10/CI1127911024.PNG"West Conshohocken, Pa.
/assets/docs src="/wp-content/uploads2017/10/CI1127931024.PNG"$1.6 billion
/assets/docs src="/wp-content/uploads2017/10/CI1127941024.PNG"Co-founder Alan Cohn
/assets/docs src="/wp-content/uploads2017/10/CI1127911024.PNG"San Luis Obispo, Calif.,
/assets/docs src="/wp-content/uploads2017/10/CI1127931024.PNG"$750 million
/assets/docs src="/wp-content/uploads2017/10/CI1127941024.PNG"Chief Operating Officer Brian Krill
Adviser Technology Study Best Performers
Nine firms were acknowledged for their superior technology practices./assets/docs src="/wp-content/uploads2017/10/CI1127971024.PNG"Stamford, Conn.
/assets/docs src="/wp-content/uploads2017/10/CI1127961024.PNG"$395 million
/assets/docs src="/wp-content/uploads2017/10/CI1127951024.PNG"President LeGrand Redfield
/assets/docs src="/wp-content/uploads2017/10/CI1127971024.PNG"Itasca, Ill.
/assets/docs src="/wp-content/uploads2017/10/CI1127961024.PNG"$3.3 billion
/assets/docs src="/wp-content/uploads2017/10/CI1127951024.PNG"Co-founder Mark Balasa
Center for Financial Planning Inc.
/assets/docs src="/wp-content/uploads2017/10/CI1127971024.PNG"Southfield, Mich
/assets/docs src="/wp-content/uploads2017/10/CI1127961024.PNG"$948 million
/assets/docs src="/wp-content/uploads2017/10/CI1127951024.PNG"Director of Investments Angela Palacios
/assets/docs src="/wp-content/uploads2017/10/CI1127971024.PNG"Lake Oswego, Ore.
/assets/docs src="/wp-content/uploads2017/10/CI1127961024.PNG"$201 million
/assets/docs src="/wp-content/uploads2017/10/CI1127951024.PNG"Client Service Associate Jesse Steele
/assets/docs src="/wp-content/uploads2017/10/CI1127971024.PNG"West Hartford, Conn.
/assets/docs src="/wp-content/uploads2017/10/CI1127961024.PNG"$600 million
/assets/docs src="/wp-content/uploads2017/10/CI1127951024.PNG"Co-presidents Seth Fierston and Brian Fierston
/assets/docs src="/wp-content/uploads2017/10/CI1127971024.PNG"Kennebunk, Maine
/assets/docs src="/wp-content/uploads2017/10/CI1127961024.PNG"$175 million
/assets/docs src="/wp-content/uploads2017/10/CI1127951024.PNG"President Nichole D. Raftopoulos
Sensible Financial Planning and Management
/assets/docs src="/wp-content/uploads2017/10/CI1127971024.PNG"Waltham, Mass.
/assets/docs src="/wp-content/uploads2017/10/CI1127961024.PNG"$383 million
/assets/docs src="/wp-content/uploads2017/10/CI1127951024.PNG"Founder Frederick Miller
Strategic Wealth Management Group
/assets/docs src="/wp-content/uploads2017/10/CI1127971024.PNG"Columbia, Maryland
/assets/docs src="/wp-content/uploads2017/10/CI1127961024.PNG"$1.2 billion
/assets/docs src="/wp-content/uploads2017/10/CI1127951024.PNG"CEO Jim DeCarlo and COO Patricia Achterhof
/assets/docs src="/wp-content/uploads2017/10/CI1127971024.PNG"Reston, Va.
/assets/docs src="/wp-content/uploads2017/10/CI1127961024.PNG"$1.7 billion
/assets/docs src="/wp-content/uploads2017/10/CI1127951024.PNG"Partner Pete Dabrowski
*Did not attend Oct. 17 awards event
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Shannon Reid, president of Osaic and the network’s number two executive, has plenty of challenges, industry executives said.
Auditors flagged the commingling. The COO allegedly knew. Investors kept getting the pitch
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Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
