wealth-exemplar-awards

• Upmarket

Hybrid RIA Of The Year: Householder Group, NewEdge And Steward Partners

WSR Names Householder Group, NewEdge Advisors And Steward Partners As Hybrid RIAs Of The Year

By James Miller

/ 29 Jan 2024

• Upmarket

Compliance Solutions Provider Of The Year: COMPLY, MarketCounsel And Smarsh

COMPLY, MarketCounsel And Smarsh Win For Compliance Solutions Provider Of The Year

By Chris Latham

/ 29 Jan 2024

• Upmarket

Retirement Plan & Income Solutions Provider Of The Year: American Trust Retirement, Integrated Partners And Sound Income Group

American Trust Retirement, Integrated Partners And Sound Income Group Win For Retirement Plan & Income Solutions Provider Of The Year

By Chris Latham

/ 29 Jan 2024

• Upmarket

Insurance & Annuities Solutions Provider Of The Year: AuguStar, Highland And Pacific Life

AuguStar Financial, Highland Capital Brokerage And Pacific Life Win For Insurance & Annuities Solutions Provider Of The Year

By Chris Latham

/ 29 Jan 2024

• Upmarket

WSR Announces Inaugural Wealth Exemplar Awards

New Series Of Annual Awards Honors Firms And Individuals Who Contributed To Wealth Management Industry On Exemplary Basis

By Julius Buchanan

/ 6 Dec 2022

• Upmarket

Retirement Income Solutions Provider Of The Year: Sound Income Group, IncomeConductor And Retirement Income Solutions

Sound Income Group, IncomeConductor And Retirement Income Solutions Win For Retirement Income Solutions Provider Of The Year

By Chris Latham

/ 6 Dec 2022

• Upmarket

Private Equity-Backed Firm Of The Year: Hightower, Kestra And Stratos

WSR Honors Hightower Advisors, Kestra Holdings And Stratos Wealth Holdings As Private Equity-Backed Firms Of The Year

By Michael Madden

/ 6 Dec 2022

• Upmarket

Hybrid RIA Of The Year: AmeriFlex, TAG Advisors And Integrated Partners

WSR Names The AmeriFlex Group, TAG Advisors And Integrated Partners As Hybrid RIAs Of The Year

By James Miller

/ 6 Dec 2022

• Upmarket

Fee-Based RIA Of The Year: Robertson Stephens, Bogart And Coldstream

Robertson Stephens, Bogart Wealth And Coldstream Wealth Management Named Fee-Based RIAs Of The Year

By James Miller

/ 6 Dec 2022

• Upmarket

Asset Manager Platform Of The Year: AssetMark, FusionIQ And GeoWealth

WSR Honors AssetMark, FusionIQ And GeoWealth As Asset Manager Platforms Of The Year

By Janeesa Hollingshead

/ 6 Dec 2022

• Upmarket

Alternative Investments Platform Of The Year: CAIS, Crystal Capital And iCapital

CAIS, Crystal Capital Partners And iCapital Win WSR Wealth Exemplar Awards For Alternative Investment Platform Of The Year

By Michael Madden

/ 6 Dec 2022

• Upmarket

Wealthtech Firm Of The Year: Docupace, Snappy Kraken And Advyzon

Docupace, Snappy Kraken And Advyzon Win For Wealthtech Firm Of The Year

By Chris Latham

/ 6 Dec 2022