Spotlight On Excellence: Our Second Annual Wealth Exemplar Awards

Larry Roth, CEO, Wealth Solutions Report
Larry Roth, CEO, Wealth Solutions Report

I am excited this week to announce the winners of the second annual invitation-only WSR Wealth Exemplar Awards. We expanded the 2024 awards to 15 categories that once again spotlight the best in wealth management including trend-setting transactions, exemplary organizations and industry-shaping leaders. Our team has devoted more resources and energy into this than any other project in WSR’s history, including last year’s inaugural awards, and we are pleased to present the results to you.

In addition, we just attended FSI OneVoice in Orlando, so look for our coverage! We also bring you our weekly Deals & Recruiting Roundup, coverage of a triple merger and rebranding backed by Merchant, and Snappy Kraken’s analysis of digital marketing techniques.

On a personal note, I am proud to announce that I have joined the newly created Realta Wealth Advisory Board, as Board Chairman. I will serve alongside Board Members Joseph Kuo, Chief Executive Officer and Founder of Haven Tower Group, and Mike Zebrowski, Chief Operating Officer at Docupace.

Make your voice heard about your tech stack by taking five minutes to complete our survey on the state of advisor technology.

The best of our industry: We announce the WSR Wealth Exemplar Awards winners across 15 categories covering hybrid and fee-based advisors, asset managers and alts platforms, private equity-backed firms, enterprises, transactions, retirement plans and solutions providers, practice management platforms, compliance solutions, wealthtech, insurance and annuities, and family offices, as well as Person of the Year and CEO of the Year.

We bring you both an article announcing all the winners according to their respective categories and separate articles covering each category and its winners in detail.

Deals & Recruiting Roundup: Meet our newest Recruiter Of The Month, Bruce Milam, CEO of Miracle Mile Advisors. We also cover WPCG and HGGC investing in True North Advisors, Cetera investing in Wilde Wealth Management, Carson Group bringing on 31 firms in 2023, Summit Financial recruiting Oracle Private Wealth Advisors, Stifel Independent Advisors recruiting Stofan Agazzi Investments, LPL amassing over $1.3 billion in January recruitments, Prospera launching family office services and Stratos appointing Malcolm Polley as its Chief Market Strategist.

Digital marketing analysis: According to Snappy Kraken’s latest report on digital marketing strategy, SEO, video and email are the key focus areas that set successful advisors apart. The firm’s CEO Robert Sofia and CMO Angel Gonzalez comment.

Triple merger: Trivium Point Advisory, Paradigm Financial Partners and Lyons & Lyons merged into a single firm under Trivium’s name, with a rebranding initiative. The new Trivium continues Paradigm’s previous relationship with Merchant Investment Management as a minority shareholder and strategic partner. Merchant Managing Partner Bryan Staff discusses his firm’s active investing approach.

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Larry Roth
CEO
Wealth Solutions Report

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