If you are visually impaired or blind, you can visit the PDF version by Pressing CONTROL + ALT + 4
<br /> Executive Forum and Industry Awards<br /> A Guide T<br /> Awards' In<br /> o The 2017 Industry<br /> itiatives And Profiles<br /> EDITOR'S LETTER<br /> 2017's Best Toolkit For Advisors<br /> The Wealthmanagement.com Industry Awards program recognizes the year's best business<br /> initiatives meant to help financial advisors build better practices and more effectively serve their clients.<br /> These initiatives come in many forms, among them technology platforms, professional services, intelligence<br /> reports and investment products. They come from many different kinds of businesses, including asset<br /> management firms, custodians, brokerages, technology companies, valuation consultants, and legal professionals.<br /> But they all have this in common: They are meant to give financial advisors the tools, the time, and the<br /> resources to better help clients manage their wealth – and meet their life goals.<br /> Every year, firms that par<a title="Industry Awards 2017 page 1" href="https://secure.viewer.zmags.com/publication/045d0123?page=1"> Executive Forum and Industry Awards </a> <a title="Industry Awards 2017 page 2" href="https://secure.viewer.zmags.com/publication/045d0123?page=2"> EDITOR'S LETTER 2017's Best Toolki</a> <a title="Industry Awards 2017 page 3" href="https://secure.viewer.zmags.com/publication/045d0123?page=3"> CONTENTS n 401(K) — RETIREMENT PLANS SUPPORT SER</a> <a title="Industry Awards 2017 page 4" href="https://secure.viewer.zmags.com/publication/045d0123?page=4"> n BROKER/DEALERS (1,000 Advisors Or More) Servic</a> <a title="Industry Awards 2017 page 5" href="https://secure.viewer.zmags.com/publication/045d0123?page=5"> n FAMILY OFFICE Client Iniative Key Family Wealt</a> <a title="Industry Awards 2017 page 6" href="https://secure.viewer.zmags.com/publication/045d0123?page=6"> n TECHNOLOGY PROVIDERS Innovation New Applicatio</a> <a title="Industry Awards 2017 page 7" href="https://secure.viewer.zmags.com/publication/045d0123?page=7"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 8" href="https://secure.viewer.zmags.com/publication/045d0123?page=8"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 9" href="https://secure.viewer.zmags.com/publication/045d0123?page=9"> FIDELITY CLEARING & CUSTODY SOLUTIONS Powering tr</a> <a title="Industry Awards 2017 page 10" href="https://secure.viewer.zmags.com/publication/045d0123?page=10"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 11" href="https://secure.viewer.zmags.com/publication/045d0123?page=11"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 12" href="https://secure.viewer.zmags.com/publication/045d0123?page=12"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 13" href="https://secure.viewer.zmags.com/publication/045d0123?page=13"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 14" href="https://secure.viewer.zmags.com/publication/045d0123?page=14"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 15" href="https://secure.viewer.zmags.com/publication/045d0123?page=15"> </a> <a title="Industry Awards 2017 page 16" href="https://secure.viewer.zmags.com/publication/045d0123?page=16"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 17" href="https://secure.viewer.zmags.com/publication/045d0123?page=17"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 18" href="https://secure.viewer.zmags.com/publication/045d0123?page=18"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 19" href="https://secure.viewer.zmags.com/publication/045d0123?page=19"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 20" href="https://secure.viewer.zmags.com/publication/045d0123?page=20"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 21" href="https://secure.viewer.zmags.com/publication/045d0123?page=21"> </a> <a title="Industry Awards 2017 page 22" href="https://secure.viewer.zmags.com/publication/045d0123?page=22"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 23" href="https://secure.viewer.zmags.com/publication/045d0123?page=23"> SPYLIQUIDITY RESILIENCY PERFORMANCE</a> <a title="Industry Awards 2017 page 24" href="https://secure.viewer.zmags.com/publication/045d0123?page=24"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 25" href="https://secure.viewer.zmags.com/publication/045d0123?page=25"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 26" href="https://secure.viewer.zmags.com/publication/045d0123?page=26"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 27" href="https://secure.viewer.zmags.com/publication/045d0123?page=27"> WE ARE MULTI-ASSET Forget everything you know ab</a> <a title="Industry Awards 2017 page 28" href="https://secure.viewer.zmags.com/publication/045d0123?page=28"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 29" href="https://secure.viewer.zmags.com/publication/045d0123?page=29"> LET CLS BE YOUR GUIDE. As a trusted partner for</a> <a title="Industry Awards 2017 page 30" href="https://secure.viewer.zmags.com/publication/045d0123?page=30"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 31" href="https://secure.viewer.zmags.com/publication/045d0123?page=31"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 32" href="https://secure.viewer.zmags.com/publication/045d0123?page=32"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 33" href="https://secure.viewer.zmags.com/publication/045d0123?page=33"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 34" href="https://secure.viewer.zmags.com/publication/045d0123?page=34"> How to order WealthManagement Reprints WealthMan</a> <a title="Industry Awards 2017 page 35" href="https://secure.viewer.zmags.com/publication/045d0123?page=35"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 36" href="https://secure.viewer.zmags.com/publication/045d0123?page=36"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 37" href="https://secure.viewer.zmags.com/publication/045d0123?page=37"> Diferentiated Approach. Uncommon Results. Guggen</a> <a title="Industry Awards 2017 page 38" href="https://secure.viewer.zmags.com/publication/045d0123?page=38"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 39" href="https://secure.viewer.zmags.com/publication/045d0123?page=39"> Managed by the portfolio team at John Hancock Ass</a> <a title="Industry Awards 2017 page 40" href="https://secure.viewer.zmags.com/publication/045d0123?page=40"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 41" href="https://secure.viewer.zmags.com/publication/045d0123?page=41"> Changing the climate of target date funds </a> <a title="Industry Awards 2017 page 42" href="https://secure.viewer.zmags.com/publication/045d0123?page=42"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 43" href="https://secure.viewer.zmags.com/publication/045d0123?page=43"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 44" href="https://secure.viewer.zmags.com/publication/045d0123?page=44"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 45" href="https://secure.viewer.zmags.com/publication/045d0123?page=45"> THINK IN DECADES NOT DAYS Which is why we wor</a> <a title="Industry Awards 2017 page 46" href="https://secure.viewer.zmags.com/publication/045d0123?page=46"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 47" href="https://secure.viewer.zmags.com/publication/045d0123?page=47"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 48" href="https://secure.viewer.zmags.com/publication/045d0123?page=48"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 49" href="https://secure.viewer.zmags.com/publication/045d0123?page=49"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 50" href="https://secure.viewer.zmags.com/publication/045d0123?page=50"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 51" href="https://secure.viewer.zmags.com/publication/045d0123?page=51"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 52" href="https://secure.viewer.zmags.com/publication/045d0123?page=52"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 53" href="https://secure.viewer.zmags.com/publication/045d0123?page=53"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 54" href="https://secure.viewer.zmags.com/publication/045d0123?page=54"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 55" href="https://secure.viewer.zmags.com/publication/045d0123?page=55"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 56" href="https://secure.viewer.zmags.com/publication/045d0123?page=56"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 57" href="https://secure.viewer.zmags.com/publication/045d0123?page=57"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 58" href="https://secure.viewer.zmags.com/publication/045d0123?page=58"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 59" href="https://secure.viewer.zmags.com/publication/045d0123?page=59"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 60" href="https://secure.viewer.zmags.com/publication/045d0123?page=60"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 61" href="https://secure.viewer.zmags.com/publication/045d0123?page=61"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 62" href="https://secure.viewer.zmags.com/publication/045d0123?page=62"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 63" href="https://secure.viewer.zmags.com/publication/045d0123?page=63"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 64" href="https://secure.viewer.zmags.com/publication/045d0123?page=64"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 65" href="https://secure.viewer.zmags.com/publication/045d0123?page=65"> Making a difference in people's lives – </a> <a title="Industry Awards 2017 page 66" href="https://secure.viewer.zmags.com/publication/045d0123?page=66"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 67" href="https://secure.viewer.zmags.com/publication/045d0123?page=67"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 68" href="https://secure.viewer.zmags.com/publication/045d0123?page=68"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 69" href="https://secure.viewer.zmags.com/publication/045d0123?page=69"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 70" href="https://secure.viewer.zmags.com/publication/045d0123?page=70"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 71" href="https://secure.viewer.zmags.com/publication/045d0123?page=71"> WE HELP YOU SUCCEED WHERE YOUR BOOK AND BUSINESS </a> <a title="Industry Awards 2017 page 72" href="https://secure.viewer.zmags.com/publication/045d0123?page=72"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 73" href="https://secure.viewer.zmags.com/publication/045d0123?page=73"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 74" href="https://secure.viewer.zmags.com/publication/045d0123?page=74"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 75" href="https://secure.viewer.zmags.com/publication/045d0123?page=75"> WHEN BIG PICTURE VISION DRIVES EVERYD</a> <a title="Industry Awards 2017 page 76" href="https://secure.viewer.zmags.com/publication/045d0123?page=76"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 77" href="https://secure.viewer.zmags.com/publication/045d0123?page=77"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 78" href="https://secure.viewer.zmags.com/publication/045d0123?page=78"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 79" href="https://secure.viewer.zmags.com/publication/045d0123?page=79"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 80" href="https://secure.viewer.zmags.com/publication/045d0123?page=80"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 81" href="https://secure.viewer.zmags.com/publication/045d0123?page=81"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 82" href="https://secure.viewer.zmags.com/publication/045d0123?page=82"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 83" href="https://secure.viewer.zmags.com/publication/045d0123?page=83"> 36 HOURS SECURED A </a> <a title="Industry Awards 2017 page 84" href="https://secure.viewer.zmags.com/publication/045d0123?page=84"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 85" href="https://secure.viewer.zmags.com/publication/045d0123?page=85"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 86" href="https://secure.viewer.zmags.com/publication/045d0123?page=86"> Congratulations to the winners of the Trusts & Es</a> <a title="Industry Awards 2017 page 87" href="https://secure.viewer.zmags.com/publication/045d0123?page=87"> Thought Leadership Category Author of a Tr</a> <a title="Industry Awards 2017 page 88" href="https://secure.viewer.zmags.com/publication/045d0123?page=88"> Did you miss the memo? Start your day with our da</a> <a title="Industry Awards 2017 page 89" href="https://secure.viewer.zmags.com/publication/045d0123?page=89"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 90" href="https://secure.viewer.zmags.com/publication/045d0123?page=90"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 91" href="https://secure.viewer.zmags.com/publication/045d0123?page=91"> MOVE FOR THE SATISFACTION. Want a more satis</a> <a title="Industry Awards 2017 page 92" href="https://secure.viewer.zmags.com/publication/045d0123?page=92"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 93" href="https://secure.viewer.zmags.com/publication/045d0123?page=93"> Thinking about making a move? Not totally satisfie</a> <a title="Industry Awards 2017 page 94" href="https://secure.viewer.zmags.com/publication/045d0123?page=94"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 95" href="https://secure.viewer.zmags.com/publication/045d0123?page=95"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 96" href="https://secure.viewer.zmags.com/publication/045d0123?page=96"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 97" href="https://secure.viewer.zmags.com/publication/045d0123?page=97"> WHERE EVERYONE KNOWS YOUR REP CODE FA-0613 </a> <a title="Industry Awards 2017 page 98" href="https://secure.viewer.zmags.com/publication/045d0123?page=98"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 99" href="https://secure.viewer.zmags.com/publication/045d0123?page=99"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 100" href="https://secure.viewer.zmags.com/publication/045d0123?page=100"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 101" href="https://secure.viewer.zmags.com/publication/045d0123?page=101"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 102" href="https://secure.viewer.zmags.com/publication/045d0123?page=102"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 103" href="https://secure.viewer.zmags.com/publication/045d0123?page=103"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 104" href="https://secure.viewer.zmags.com/publication/045d0123?page=104"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 105" href="https://secure.viewer.zmags.com/publication/045d0123?page=105"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 106" href="https://secure.viewer.zmags.com/publication/045d0123?page=106"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 107" href="https://secure.viewer.zmags.com/publication/045d0123?page=107"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 108" href="https://secure.viewer.zmags.com/publication/045d0123?page=108"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 109" href="https://secure.viewer.zmags.com/publication/045d0123?page=109"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 110" href="https://secure.viewer.zmags.com/publication/045d0123?page=110"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 111" href="https://secure.viewer.zmags.com/publication/045d0123?page=111"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 112" href="https://secure.viewer.zmags.com/publication/045d0123?page=112"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 113" href="https://secure.viewer.zmags.com/publication/045d0123?page=113"> Why choose Trust Company of America to build your</a> <a title="Industry Awards 2017 page 114" href="https://secure.viewer.zmags.com/publication/045d0123?page=114"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 115" href="https://secure.viewer.zmags.com/publication/045d0123?page=115"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 116" href="https://secure.viewer.zmags.com/publication/045d0123?page=116"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 117" href="https://secure.viewer.zmags.com/publication/045d0123?page=117"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 118" href="https://secure.viewer.zmags.com/publication/045d0123?page=118"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 119" href="https://secure.viewer.zmags.com/publication/045d0123?page=119"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 120" href="https://secure.viewer.zmags.com/publication/045d0123?page=120"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 121" href="https://secure.viewer.zmags.com/publication/045d0123?page=121"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 122" href="https://secure.viewer.zmags.com/publication/045d0123?page=122"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 123" href="https://secure.viewer.zmags.com/publication/045d0123?page=123"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 124" href="https://secure.viewer.zmags.com/publication/045d0123?page=124"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 125" href="https://secure.viewer.zmags.com/publication/045d0123?page=125"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 126" href="https://secure.viewer.zmags.com/publication/045d0123?page=126"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 127" href="https://secure.viewer.zmags.com/publication/045d0123?page=127"> A Managed Futures Strategy that has Delivered Man</a> <a title="Industry Awards 2017 page 128" href="https://secure.viewer.zmags.com/publication/045d0123?page=128"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 129" href="https://secure.viewer.zmags.com/publication/045d0123?page=129"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 130" href="https://secure.viewer.zmags.com/publication/045d0123?page=130"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 131" href="https://secure.viewer.zmags.com/publication/045d0123?page=131"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 132" href="https://secure.viewer.zmags.com/publication/045d0123?page=132"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 133" href="https://secure.viewer.zmags.com/publication/045d0123?page=133"> </a> <a title="Industry Awards 2017 page 134" href="https://secure.viewer.zmags.com/publication/045d0123?page=134"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 135" href="https://secure.viewer.zmags.com/publication/045d0123?page=135"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 136" href="https://secure.viewer.zmags.com/publication/045d0123?page=136"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 137" href="https://secure.viewer.zmags.com/publication/045d0123?page=137"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 138" href="https://secure.viewer.zmags.com/publication/045d0123?page=138"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 139" href="https://secure.viewer.zmags.com/publication/045d0123?page=139"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 140" href="https://secure.viewer.zmags.com/publication/045d0123?page=140"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 141" href="https://secure.viewer.zmags.com/publication/045d0123?page=141"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 142" href="https://secure.viewer.zmags.com/publication/045d0123?page=142"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 143" href="https://secure.viewer.zmags.com/publication/045d0123?page=143"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 144" href="https://secure.viewer.zmags.com/publication/045d0123?page=144"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 145" href="https://secure.viewer.zmags.com/publication/045d0123?page=145"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 146" href="https://secure.viewer.zmags.com/publication/045d0123?page=146"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 147" href="https://secure.viewer.zmags.com/publication/045d0123?page=147"> Discover Your Real Value Customized Needs-Base</a> <a title="Industry Awards 2017 page 148" href="https://secure.viewer.zmags.com/publication/045d0123?page=148"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 149" href="https://secure.viewer.zmags.com/publication/045d0123?page=149"> ECHELON Partners provides investment banking, man</a> <a title="Industry Awards 2017 page 150" href="https://secure.viewer.zmags.com/publication/045d0123?page=150"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 151" href="https://secure.viewer.zmags.com/publication/045d0123?page=151"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 152" href="https://secure.viewer.zmags.com/publication/045d0123?page=152"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 153" href="https://secure.viewer.zmags.com/publication/045d0123?page=153"> Independent, but not alone. Dynasty proudly par</a> <a title="Industry Awards 2017 page 154" href="https://secure.viewer.zmags.com/publication/045d0123?page=154"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 155" href="https://secure.viewer.zmags.com/publication/045d0123?page=155"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 156" href="https://secure.viewer.zmags.com/publication/045d0123?page=156"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 157" href="https://secure.viewer.zmags.com/publication/045d0123?page=157"> FOCUS SUCCESSIONS® Protect the future of the fir</a> <a title="Industry Awards 2017 page 158" href="https://secure.viewer.zmags.com/publication/045d0123?page=158"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 159" href="https://secure.viewer.zmags.com/publication/045d0123?page=159"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 160" href="https://secure.viewer.zmags.com/publication/045d0123?page=160"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 161" href="https://secure.viewer.zmags.com/publication/045d0123?page=161"> </a> <a title="Industry Awards 2017 page 162" href="https://secure.viewer.zmags.com/publication/045d0123?page=162"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 163" href="https://secure.viewer.zmags.com/publication/045d0123?page=163"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 164" href="https://secure.viewer.zmags.com/publication/045d0123?page=164"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 165" href="https://secure.viewer.zmags.com/publication/045d0123?page=165"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 166" href="https://secure.viewer.zmags.com/publication/045d0123?page=166"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 167" href="https://secure.viewer.zmags.com/publication/045d0123?page=167"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 168" href="https://secure.viewer.zmags.com/publication/045d0123?page=168"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 169" href="https://secure.viewer.zmags.com/publication/045d0123?page=169"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 170" href="https://secure.viewer.zmags.com/publication/045d0123?page=170"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 171" href="https://secure.viewer.zmags.com/publication/045d0123?page=171"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 172" href="https://secure.viewer.zmags.com/publication/045d0123?page=172"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 173" href="https://secure.viewer.zmags.com/publication/045d0123?page=173"> WEALTH ACCESS & FIRST RATE TO PROVIDE YOUR ADV</a> <a title="Industry Awards 2017 page 174" href="https://secure.viewer.zmags.com/publication/045d0123?page=174"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 175" href="https://secure.viewer.zmags.com/publication/045d0123?page=175"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 176" href="https://secure.viewer.zmags.com/publication/045d0123?page=176"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 177" href="https://secure.viewer.zmags.com/publication/045d0123?page=177"> Reimagine your firm’s digital fiduciary future </a> <a title="Industry Awards 2017 page 178" href="https://secure.viewer.zmags.com/publication/045d0123?page=178"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 179" href="https://secure.viewer.zmags.com/publication/045d0123?page=179"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 180" href="https://secure.viewer.zmags.com/publication/045d0123?page=180"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 181" href="https://secure.viewer.zmags.com/publication/045d0123?page=181"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 182" href="https://secure.viewer.zmags.com/publication/045d0123?page=182"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 183" href="https://secure.viewer.zmags.com/publication/045d0123?page=183"> </a> <a title="Industry Awards 2017 page 184" href="https://secure.viewer.zmags.com/publication/045d0123?page=184"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 185" href="https://secure.viewer.zmags.com/publication/045d0123?page=185"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 186" href="https://secure.viewer.zmags.com/publication/045d0123?page=186"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 187" href="https://secure.viewer.zmags.com/publication/045d0123?page=187"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 188" href="https://secure.viewer.zmags.com/publication/045d0123?page=188"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 189" href="https://secure.viewer.zmags.com/publication/045d0123?page=189"> Personalized Investing Money Management Financial</a> <a title="Industry Awards 2017 page 190" href="https://secure.viewer.zmags.com/publication/045d0123?page=190"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 191" href="https://secure.viewer.zmags.com/publication/045d0123?page=191"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 192" href="https://secure.viewer.zmags.com/publication/045d0123?page=192"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 193" href="https://secure.viewer.zmags.com/publication/045d0123?page=193"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 194" href="https://secure.viewer.zmags.com/publication/045d0123?page=194"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 195" href="https://secure.viewer.zmags.com/publication/045d0123?page=195"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 196" href="https://secure.viewer.zmags.com/publication/045d0123?page=196"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 197" href="https://secure.viewer.zmags.com/publication/045d0123?page=197"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 198" href="https://secure.viewer.zmags.com/publication/045d0123?page=198"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 199" href="https://secure.viewer.zmags.com/publication/045d0123?page=199"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 200" href="https://secure.viewer.zmags.com/publication/045d0123?page=200"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 201" href="https://secure.viewer.zmags.com/publication/045d0123?page=201"> Plan for Their ...Wedding, ...Education, ...Retir</a> <a title="Industry Awards 2017 page 202" href="https://secure.viewer.zmags.com/publication/045d0123?page=202"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 203" href="https://secure.viewer.zmags.com/publication/045d0123?page=203"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 204" href="https://secure.viewer.zmags.com/publication/045d0123?page=204"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 205" href="https://secure.viewer.zmags.com/publication/045d0123?page=205"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 206" href="https://secure.viewer.zmags.com/publication/045d0123?page=206"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 207" href="https://secure.viewer.zmags.com/publication/045d0123?page=207"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 208" href="https://secure.viewer.zmags.com/publication/045d0123?page=208"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 209" href="https://secure.viewer.zmags.com/publication/045d0123?page=209"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 210" href="https://secure.viewer.zmags.com/publication/045d0123?page=210"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 211" href="https://secure.viewer.zmags.com/publication/045d0123?page=211"> The Advantage of Knowing Informa Financial </a> <a title="Industry Awards 2017 page 212" href="https://secure.viewer.zmags.com/publication/045d0123?page=212"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 213" href="https://secure.viewer.zmags.com/publication/045d0123?page=213"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 214" href="https://secure.viewer.zmags.com/publication/045d0123?page=214"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 215" href="https://secure.viewer.zmags.com/publication/045d0123?page=215"> 10 : 22 : 00 AM Am I on track for retirement? </a> <a title="Industry Awards 2017 page 216" href="https://secure.viewer.zmags.com/publication/045d0123?page=216"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 217" href="https://secure.viewer.zmags.com/publication/045d0123?page=217"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 218" href="https://secure.viewer.zmags.com/publication/045d0123?page=218"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 219" href="https://secure.viewer.zmags.com/publication/045d0123?page=219"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 220" href="https://secure.viewer.zmags.com/publication/045d0123?page=220"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 221" href="https://secure.viewer.zmags.com/publication/045d0123?page=221"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 222" href="https://secure.viewer.zmags.com/publication/045d0123?page=222"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 223" href="https://secure.viewer.zmags.com/publication/045d0123?page=223"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 224" href="https://secure.viewer.zmags.com/publication/045d0123?page=224"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 225" href="https://secure.viewer.zmags.com/publication/045d0123?page=225"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 226" href="https://secure.viewer.zmags.com/publication/045d0123?page=226"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 227" href="https://secure.viewer.zmags.com/publication/045d0123?page=227"> </a> <a title="Industry Awards 2017 page 228" href="https://secure.viewer.zmags.com/publication/045d0123?page=228"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 229" href="https://secure.viewer.zmags.com/publication/045d0123?page=229"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 230" href="https://secure.viewer.zmags.com/publication/045d0123?page=230"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 231" href="https://secure.viewer.zmags.com/publication/045d0123?page=231"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 232" href="https://secure.viewer.zmags.com/publication/045d0123?page=232"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 233" href="https://secure.viewer.zmags.com/publication/045d0123?page=233"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 234" href="https://secure.viewer.zmags.com/publication/045d0123?page=234"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 235" href="https://secure.viewer.zmags.com/publication/045d0123?page=235"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 236" href="https://secure.viewer.zmags.com/publication/045d0123?page=236"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 237" href="https://secure.viewer.zmags.com/publication/045d0123?page=237"> </a> <a title="Industry Awards 2017 page 238" href="https://secure.viewer.zmags.com/publication/045d0123?page=238"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 239" href="https://secure.viewer.zmags.com/publication/045d0123?page=239"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 240" href="https://secure.viewer.zmags.com/publication/045d0123?page=240"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 241" href="https://secure.viewer.zmags.com/publication/045d0123?page=241"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 242" href="https://secure.viewer.zmags.com/publication/045d0123?page=242"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 243" href="https://secure.viewer.zmags.com/publication/045d0123?page=243"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 244" href="https://secure.viewer.zmags.com/publication/045d0123?page=244"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 245" href="https://secure.viewer.zmags.com/publication/045d0123?page=245"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 246" href="https://secure.viewer.zmags.com/publication/045d0123?page=246"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 247" href="https://secure.viewer.zmags.com/publication/045d0123?page=247"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 248" href="https://secure.viewer.zmags.com/publication/045d0123?page=248"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 249" href="https://secure.viewer.zmags.com/publication/045d0123?page=249"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 250" href="https://secure.viewer.zmags.com/publication/045d0123?page=250"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 251" href="https://secure.viewer.zmags.com/publication/045d0123?page=251"> BUILD LASTING RELATIONSHIPS & INCREASE REVENUE WI</a> <a title="Industry Awards 2017 page 252" href="https://secure.viewer.zmags.com/publication/045d0123?page=252"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 253" href="https://secure.viewer.zmags.com/publication/045d0123?page=253"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 254" href="https://secure.viewer.zmags.com/publication/045d0123?page=254"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 255" href="https://secure.viewer.zmags.com/publication/045d0123?page=255"> DOES YOUR MEGA-CUSTODIAN CARE ABOUT YO</a> <a title="Industry Awards 2017 page 256" href="https://secure.viewer.zmags.com/publication/045d0123?page=256"> 2017 WealthManagement.com Industry Awards Finalis</a> <a title="Industry Awards 2017 page 257" href="https://secure.viewer.zmags.com/publication/045d0123?page=257"> from the desk of Eric B. Propper, CFA </a> <a title="Industry Awards 2017 page 258" href="https://secure.viewer.zmags.com/publication/045d0123?page=258"> INDEX </a> <a title="Industry Awards 2017 page 259" href="https://secure.viewer.zmags.com/publication/045d0123?page=259"> LS Laserfiche ECM ...............................</a> <a title="Industry Awards 2017 page 260" href="https://secure.viewer.zmags.com/publication/045d0123?page=260"> 401(k) Plan Sol utions #hellowork Retirement</a>