Wealth Management Industry Leaders Guide Selection of Winners and Honorable Recipients for Its Hybrid RIA/Independent Financial Advisor of the Year
New YorkAnd January 11 2022 /PRNewswire/ – The Wealth Solutions Report – the digital media platform that brings insights, analysis, and commentary to the wealth management space – today announced the appointment of Susan Theder And Adam Malamed As judges at the WSR Awards for Growth and Innovation. started in April 2020Wealth Solutions Report specializes in providing actionable business growth ideas from leaders in the wealth management industry, to participants in the wealth management industry.
Beginning in 2022, the newly launched WSR Awards program honors companies and individuals who deliver impactful strategies with transformative potential to the broader wealth management space. Each quarter will highlight a specific category, with the first quarter focusing on this year’s Hybrid RIA/Independent Financial Advisor Group Award.
Ms. Theder, Head of Marketing and Experience at FMG Suite, a leading provider of digital marketing solutions for independent financial advisors, and Adam Malamed, CEO of Ajax Investment Partners, a commercial bank and venture fund, will serve as judges for this category of awards. More details as follows:
The award is open to independent FA groups—either with or without their hybrid RIA entities—that recruit, retain, and help grow the business of independent financial advisors who operate a fee-based brokerage and advisory business.
To be considered for this award category, companies must have at least 1 billion dollars In total assets (any combination of advisory, brokerage and insurance assets is acceptable).
Awards are now open, companies can nominate themselves, all applications are due no later than March 15, 2022.
Two winners and three honorable mentions will be announced in a week April 11. More information about the award process can be found here.
Larry RothCEO, Wealth Solutions Report, “I am delighted to welcome Susan Theder And Adam Malamed, two of the wealth management industry’s widely recognized and respected leaders, served as judges at the inaugural Growth and Innovation Awards. Over the decades, Susan and Adam have worked with several hundred independent hybrid RIA and other financial advisor groups, learning about some of the most successful and innovative companies in this unique sector of our industry. I cannot think of better judges for this award, and I look forward to collaborating with them in the coming weeks and months in the selection process.”
Previously, Ms. Theder held the position of Chief Marketing Officer at Advisor Group, and prior to that, she held the position of Chief Marketing Officer at Cetera Financial Group, two of the largest networks of independent wealth management firms in the country. She is also a member of the editorial advisory board of WSR.
Prior to forming Ajax Investment Partners, Mr. Malamede was Chief Operating Officer of Ladenburg Thalmann, a New York Stock Exchange-traded network of independent wealth management firms with more than 4,500 financial advisors. A frequent contributor to WSR, he serves as chair of the port’s hybrid RIA board, which highlights thought leadership on key industry opportunities and challenges from leaders in hybrid RIA companies across the country.
About Wealth Solutions Report
The Wealth Solutions Report (WSR) is a digital platform for insights, analysis, and expert commentary provided by wealth management industry leaders to wealth management industry participants. Its team of editors and research analysts deliver content that inspires, engages, and entertains industry audiences by highlighting actionable growth strategies while demystifying complex issues. WSR delivers content each week through its flagship website, emailing to registered readers and through social media, with a focus on LinkedIn. For more information, please visit https://wealthsolutionsreport.com/.
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SOURCE Wealth Solutions Report