Inaugural Awards To Acknowledge Companies Throughout A Broad Vary Of Trade Sectors Plus Particular person Of The Yr Award

Winners Will Be Introduced In Early December

NEW YORK, Nov. 16, 2022 /PRNewswire/ — Wealth Options Report (WSR) – the fast-growing digital media platform that includes commentary, insights and evaluation for the wealth administration area – right now introduced the launch of the WSR Wealth Exemplar Awards. This new sequence of annual awards, supplied on an invitation-only foundation, honors corporations and people who’ve contributed to the wealth administration {industry} on an exemplary foundation.

Larry Roth, CEO of Wealth Options Report, mentioned, “Constructing upon the success of our WSR Pathfinder Awards, we’re happy to announce the inception of the WSR Wealth Exemplar Awards, an annual sequence of awards celebrating the perfect of the wealth administration {industry}. Our editorial group is presently reviewing high corporations throughout varied areas throughout the {industry}, people who’ve demonstrated many years of accomplishment in management and impactful M&A transactions to pick out the winners.”

WSR Exemplar Award Classes

In early December, WSR will announce the winners of the next awards:

• Hybrid RIA of the Yr  – This award goes to the highest three RIA corporations that provide fee-based options in addition to commissionable providers in affiliation with a broker-dealer, by means of both W-2 or unbiased monetary advisors, or each. Minimal $250 million in belongings.

• Price-Primarily based RIA of the Yr – This award goes to the highest three SEC-registered RIA corporations that focus totally on fee-based options for shoppers, working by means of both W-2 or unbiased monetary advisors, or each. Minimal $250 million in belongings.

• Personal Fairness-Backed Agency of the Yr – This award goes to the highest three wealth administration corporations which have obtained important or majority fairness investments from personal fairness, enterprise capital or different institutional traders for growth and progress functions. Minimal $1 billion in belongings.

• Various Investments Platform of the Yr – This award goes to the highest three corporations that present a platform for serving to monetary advisors align various belongings with their retail investor shoppers. Minimal $10 billion in belongings.

• Asset Supervisor Platform of the Yr – This award goes to the highest three corporations which have a big presence within the wealth administration {industry} and function as third-party asset managers that serve B2B wealth administration platforms. Minimal $10 billion in belongings.

• Deal of the Yr – This award honors the highest wealth administration M&A offers of the 12 months throughout 5 asset measurement classes, with one awardee for every asset measurement phase as follows:

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1. Mega Deal of the Yr ($20 billion and over)

2. Massive Deal of the Yr ($7 billion to $20 billion)

3. Higher-Mid-Sized Deal of the Yr ($2 billion to $7 billion)

4. Mid-Sized Deal of the Yr ($500 million to $2 billion)

5. Boutique Deal of the Yr ($200 million to $500 million)

         Offers are chosen based mostly on their affect and significance to the {industry} in addition to how they mirror ongoing {industry} traits. Asset measurement ranges are approximate.

• Household Workplace of the Yr – This award goes to the highest three monetary advisory corporations with a majority or important give attention to ultra-high web price shopper households and have interaction in (themselves or by means of associates) refined, tailor-made providers sometimes supplied to this clientele similar to concierge providers, tax and property planning and artwork funding recommendation. Minimal $500 million in belongings.

• Retirement Plan Advisory Agency of the Yr – This award goes to the highest three wealth administration corporations with a majority or important give attention to advising retirement plans below ERISA. Minimal $1 billion in belongings.

• Wealthtech Agency of the Yr – This award goes to the highest three corporations offering expertise options for corporations that function throughout the non-institutional wealth administration area. Minimal $250 million belongings served.

• Follow Administration Platform of the Yr – This award goes to the highest three in-house apply administration platforms inside a wealth administration agency, delivering options that could embrace, amongst different areas, consulting, operational effectivity, succession planning or advisor advertising. Minimal $250 million belongings served.

• Retirement Earnings Options Supplier of the Yr – This award goes to the highest three corporations focusing on serving to monetary advisors align their shoppers with retirement revenue planning and retirement revenue generative autos. Minimal $250 million belongings served.

• Particular person of the Yr – Somebody who, at a person degree, has exhibited exemplary imaginative and prescient for remodeling the wealth administration {industry} and has taken important concrete steps to take action. This award additionally acknowledges the 12 months’s standout distinction as a part of a broader profession that is proven constant imaginative and prescient and boldness.

“We’re strongly optimistic in regards to the wealth administration area, its future and the multitude of exemplary folks and corporations that repeatedly drive innovation for our {industry} and constructive affect for the professionals and traders we collectively assist,” mentioned Roth. “The WSR Wealth Exemplar Awards are an extension of that optimism, as we spotlight the leaders amongst many notable corporations and senior govt groups who work tirelessly to enhance what our {industry} affords to society and empowering the monetary advisors who assist folks all through the nation attain their life targets.”

The WSR Wealth Exemplar Awards observe the profitable 2022 WSR Pathfinder Awards sequence, awarded to excellent industry-leading executives from underrepresented backgrounds within the wealth administration {industry}, coinciding with Black Historical past Month, Ladies’s Historical past Month, Asian American and Pacific Islander Heritage Month and Nationwide Hispanic Heritage Month.

Launched in April 2021, Wealth Options Report’s reader group has grown quickly, with almost 100,000 registered readers for its weekly e-blast, roughly 75,000 distinctive month-to-month web site guests and a mean of between 40,000 and 60,000 weekly LinkedIn impressions generated straight by WSR (not together with shares and reshares from corporations and people throughout the wealth administration area).

About Wealth Options Report

Wealth Options Report (WSR) is a digital platform for insights, evaluation and knowledgeable commentary supplied by wealth administration {industry} leaders, for wealth administration {industry} contributors.  Its group of editors and analysis analysts ship content material that evokes, engages and entertains {industry} audiences by spotlighting actionable progress methods whereas demystifying complicated points.  WSR delivers every week’s content material by means of its flagship web site, e-blasts to registered readers and by way of social media, with an emphasis on LinkedIn.  For extra data, please go to https://wealthsolutionsreport.com/.

Contact & Editorial Submissions

James Miller
Contributing Editor & Analysis Analyst
Wealth Options Report
[email protected]

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SOURCE Wealth Options Report