The WealthManagement.com Industry Awards program has been designed to recognize the companies and organizations that support financial advisor success.
Delivering outstanding advice to investors requires a strong ecosystem of industry expertise, superior products, top-notch service and innovative technology that provide advisors with the resources they need to navigate their clients toward their financial goals.
Listen as David Warne, Executive Director, Head of Strategic Services, Atria Wealth Solutions, discusses how their 2023 Wealthies Initiatives help financial advisors.
The gala, held at the Ziegfeld Ballroom in Manhattan, included new categories honoring CMOs at asset managers and broker/dealers, as well as more awards focused on fintech.
Beyond entering and leaving the industry, changing firms is probably the most challenging, and potentially most rewarding, career move an advisor will ever make. But anxiety abounds: What about registrations? licenses? A new logo? New office...
