Preferred Solution Providers: The 2013 TechLeaders Survey
To evaluate which third-party providers are winning broker-dealers’ loyalty, we divided this year’s survey into three groups: advisor-centric, operational support infrastructure and management oversight/risk control.
Morningstar Announces New Variable Annuity Comparison Tool
Morningstar has launched Morningstar Annuity Intelligence, a web-based product for evaluating variable annuities.
As educational editor of the 2012 TechLeaders Conference on March 19–21 in Irving, Texas, Beacon Strategies LLC is contributing to the conference’s goal of developing thought leadership that can be shared by broker-dealers of all sizes.