By mid-February, financial advisers who think that
In its quest to create a business-building portal for advisers, the Boston-based firm is re-launching its Web site to reflect a broader mission. Specifically, AdvisorCentral has beefed up the data information pumped in through
"Weve been adding contextually to the portal," said Harry Groom, president and CEO of AdvisorCentral, who added that eventually he wants 529 plan data and separate account information on the platform.
WiserAdvisor, which was launched in December, provides qualified investors seeking financial advice to reps who fill out its online questionnaire.
