Industry Awards

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.

Highlights

2022 Wealth Management Industry Awards

Aug 12, 2022

The 2022 Wealth Management Industry Awards will be held on September 8, 2022 in New York City

Reckoning Between 401(k) Record-Keepers and Advisors Will Start with Broker/Dealers

Aug 08, 2022

The strongest providers with the best talent, distribution and technology are and will be ones that offer wealth...

In March private equity firm Genstar Capital penned a deal with Lovell Minnick Partners to purchase Mercer Advisors an RIA with over 6 billion in client assets Mercer primarily services the mass affluent and highnetworth clientsldquoGenstar has followed Mercer Advisors for a number of years and this investment demonstrates our continued commitment to investing in targeted growth segments within the financial services industryrdquo said Anthony J Salewski managing director of Genstar at

Mercer Advisors Acquires $1.2B HYA Advisors

May 03, 2022

HYA acquisition further expands Mercer Advisors’ presence in the Midwest.

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