2023 Winners

Top Recognition

WSR Names Bridgemark, Cross-Search, Diamond, FA Match And Terrana As Top Recruiting Firms In Wealth Management

Our industry boasts many excellent in-house recruiters, and we regularly highlight Recruiters of the Month from among their ranks, but there is also a group of elite specialist recruiting firms primarily or exclusively focused on advisor recruitment. This week, WSR honors the most exemplary and influential among that group as the Top 5 FA Recruiting Firms.

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WSR Names Platform Leaders From AssetMark, Advisor Group, SEIA, LPL And Cetera As Inaugural Group Of Top Platform Leaders

Investment platforms serving financial advisors and professionals can be quite complex, and the individuals who manage them must maintain broad and current knowledge across an array of investment products, an understanding of which product is needed in what situation and a firm grip on product evolution. 

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WSR Recognizes CFOs From Stratos, Carson, Steward, Edelman And Sanctuary As Inaugural Group Of Outstanding CFOs In Wealth Management

The wealth management industry boasts many excellent CFOs who lead their firms through changes, growth initiatives, acquisitions and sales, adjustments to an ever-changing landscape and intense regulatory oversight. We have selected several outstanding CFOs from among this field to name as our inaugural, invitation-only CFO 5 – Top Wealth Management CFOs.

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WSR Announces The IMAGE 10: Top 10 Wealth Management Marketing & Communications Agencies

Marketing and communications firms and professionals often go unnoticed as they are, in essence, the messengers of modern industry. From envisioning a firm’s communications strategy to executing each email and press release, these professionals seek visibility for their clients rather than themselves.

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WSR Spotlights Industry-Leading Marketing Heads To Showcase Excellence In Wealth Management Marketing

CMOs in our industry must be intellectual, curious, creative and strategic, able to track the full chess board of possibilities in real time. We searched across wealth management for a group of CMOs who stood above the rest in industry impact, demonstrated ability to strategize and execute campaigns, widespread recognition and a strong reputation as an outstanding marketing executive and leader.

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WSR Honors Leading Compliance, Marketing, Investment Solutions And Law Firms By Announcing The Top Wealth Management Professional Services Firms

This week WSR honors professional services firms in the categories of compliance and regulatory affairs firms, investment solutions consultancies, marketing services providers and law firms, adding to the recognition of top marketing and communications agencies and advisor recruiting firms earlier this year.

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WSR Recognizes Excellence In Industry Service And Leadership Of Banking Veterans From Berkshire, DeVoe, Oppenheimer, Republic And ECHELON

Wealth management M&A is integral to the industry’s long-term future and the people moving M&A forward behind the scenes are a tireless group, burning the midnight oil and bringing decades of in-depth experience to bear to facilitate transactions for our industry.

Among the highly talented veteran investment bankers leading wealth management M&A, we selected an elite group with broad industry recognition, topflight reputations, demonstrated dedication to wealth management, and powerful and positive impacts across our industry.

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WSR Names Barraza, Coletti, Hoosier, Kallsen And Nuttall To Inaugural Group Of Outstanding Operations Executives

The C-suite is filled with crucial roles that keep a firm running – but none more necessary than the person whose job literally is to keep the firm running: the chief operating officer. COOs manage and coordinate details across the full array of a firm’s activities, while implementing plans that bring the management’s future vision to life.

The wealth management industry is fortunate to have many capable COOs driving asset and business growth, implementing new systems and practices seamlessly, and orchestrating corporate functions spanning from legal to sales into a singular machinery. From the many excellent COOs across the industry, our team selected the top five as the inaugural, invitation-only COO 5: Top Wealth Management COOs.

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Pathfinder Awards

WSR Honors Leading Professionals And Industry Executives With First Pathfinder Awards Of The Year, Including The First Organization And First Lifetime Pathfinder

In recognition of Black History Month, Wealth Solutions Report continues its Pathfinder Awards series into the new year by naming the Top Black Industry Leaders of 2023. As always, this group of invitation-only Pathfinder Awards recognizes excellence and achievement in the wealth management industry and provides a platform for discussion of diversity, equity and inclusion (DEI) matters.

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WSR Recognizes Top Black Rising Stars Among Top Black Industry Leaders Of 2023 In Honor Of Black History Month

In addition to the Top Black Industry Leaders of 2023 announced in a concurrent article, WSR also honors three rising professionals in the category of Top Black Rising Stars of the Year. 

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WSR Continues 2023 Pathfinders Series By Honoring Outstanding Women Executives, Professionals And An Organization For Women’s History Month

For the second year, WSR is celebrating Women’s History Month by honoring top women executives and professionals – as well as an industry organization that has led the way in women’s advancement – with recognition as the Top Women Industry Leaders of 2023. The list includes women leaders and rising stars from a broad range of backgrounds and industry spaces. 

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WSR Recognizes AAPI Heritage Month By Naming Leading Executives And Professionals As Winners Of Pathfinder Awards For Top AAPI Industry Leaders Of 2023

WSR continues our invitation-only Pathfinder Awards this month by honoring leading executives and professionals of AAPI heritage, as the Top AAPI Industry Leaders of 2023, in celebration of Asian American and Pacific Islander Heritage Month. With our third installment of Pathfinder Awards for the year, we continue our dual emphasis of spotlighting excellence in wealth management and bringing voices for change to our industry.

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WSR Completes 2023 Pathfinder Awards By Honoring Outstanding Hispanic Professionals And Two Organizations During National Hispanic Heritage Month

At WSR we are always excited for the next installment of Pathfinder Awards. This week’s awards in honor of National Hispanic Heritage Month complete the second full year of honoring excellence in executives and professionals from underrepresented communities in wealth management, and organizations that advance them.

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