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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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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