2024awards

• Upmarket

WSR Honors Second Annual CFO 5 – Top Wealth Management CFOs

WSR Recognizes Executives From Realta Wealth, Lincoln Financial Network, Summit Financial, SageView And Docupace As Leading CFOs In The Wealth Management Space

By Chris Latham

/ 1 May 2024

• Upmarket

WSR Honors The CIO 5: Top Wealth Management CIOs

Veteran CIOs From NewEdge, Perigon, Orion, Verdence And Dynasty Comprise WSR’s Inaugural Group Of Recognized Investment Leaders

By Janeesa Hollingshead

/ 30 Apr 2024

• On The Rise

WSR Pathfinder Awards – Top Women Industry Leaders Of 2024

WSR Celebrates Women’s History Month By Naming Top Industry Leaders

By Janeesa Hollingshead

/ 26 Mar 2024

• On The Rise

WSR Pathfinder Awards – Top Black Industry Leaders Of 2024

Third Annual Series Of Pathfinder Awards Begins With Celebration Of Black History Month

By Julius Buchanan

/ 27 Feb 2024

• Upmarket

Natalie Wolfsen: WSR Wealth Exemplar Awards Person Of the Year

Orion CEO Natalie Wolfsen Speaks With WSR About How Her Career Prepared Her For The New Role, Her Top Business Priorities And Goals For Orion In 2024, And How The Wealth Management And Wealthtech Landscape Has Evolved During Her Career

By Chris Latham

/ 29 Jan 2024

• Upmarket

WSR Announces Second Annual Wealth Exemplar Awards

Awards Honor Excellence And Contributions To Wealth Management Industry On Exemplary Basis

By Julius Buchanan

/ 29 Jan 2024

• Upmarket

CEO Of the Year: Adam Malamed Of Sanctuary Wealth

CEO Of The Year Adam Malamed Discusses His Vision For Sanctuary, Business Philosophy, Inspiration And Advice For Rising Professionals

By Janeesa Hollingshead

/ 29 Jan 2024

• Upmarket

Deal Of The Year: Cetera, Creative Planning And Osaic

Cetera Wins For The Acquisition Of Avantax, Creative Planning Wins For The Acquisition Of Goldman Sachs Personal Financial Management And Osaic Wins For The Acquisition Of Lincoln Wealth

By Chris Latham

/ 29 Jan 2024

• Upmarket

Asset Management Platform Of The Year: Envestnet | PMC, GeoWealth And Orion

WSR Names Envestnet | PMC, GeoWealth And Orion Advisor Solutions As Asset Management Platforms Of The Year

By Michael Madden

/ 29 Jan 2024

• Upmarket

Wealth Management Enterprise Of The Year: Dynasty, Kestra And Osaic

WSR Names Dynasty Financial Partners, Kestra Holdings And Osaic As Wealth Management Enterprises Of The Year

By James Miller

/ 29 Jan 2024

• Upmarket

Family Office Of The Year: Caprock, Corient Private Wealth And Crescent Grove Advisors

Caprock, Corient Private Wealth And Crescent Grove Advisors Win For Family Office Of The Year

By Chris Latham

/ 29 Jan 2024

• Upmarket

Practice Management Solutions Provider Of The Year: Atria, CapIntel, F2 Strategy And FMG

Atria Wealth Solutions, CapIntel, F2 Strategy And FMG Win For Practice Management Solutions Provider Of The Year

By Chris Latham

/ 29 Jan 2024