wealth-exemplar-awards

• 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

• Upmarket

Alternative Investments Firm Of The Year: CAIS, Freestone And Opto

WSR Names CAIS, Freestone Capital Management And Opto Investments As Alternative Investments Firms Of The Year

By Michael Madden

/ 29 Jan 2024

• Upmarket

Private Equity-Backed Firm Of The Year: Choreo, Facet And Hightower

WSR Names Choreo, Facet And Hightower Advisors As Private-Equity Backed Firms Of The Year

By Michael Madden

/ 29 Jan 2024

• Upmarket

Wealthtech Firm Of The Year: Kwanti, StratiFi And Vestmark

Kwanti, StratiFi And Vestmark Win For Wealthtech Firm Of The Year

By Chris Latham

/ 29 Jan 2024

• Upmarket

Fee-Based RIA Of The Year: Miracle Mile, SEIA And Sowell Management

WSR Names Miracle Mile, Signature Estate & Investment Advisors And Sowell Management As Fee-Based RIAs Of The Year

By James Miller

/ 29 Jan 2024