Tech Review: Alico Wealth Management

I was looking forward to this review as the tools have only recently been released. The tools have been created with the support of Morningstar and while we know and respect the tools Morningstar provided directly to distributors, we are less familiar with what they offer to product providers. Alico as a brand is not as well known as other providers in the market. It has a substantial heritage and worldwide market presence. Through a network of over 40,000 agents, brokers and financial institutions, along with 12,500 employees across 54 countries, Alico services 20 million customers worl...