Thanks to our Rising Stars sponsor
The Rising Stars of the 12 months awards honor next-generation particular person advisors and/or executives of monetary advisory companies who’ve demonstrated imaginative and prescient, creativity, integrity, management and excessive efficiency in making an affect on their agency, the business and wealth administration basically this previous 12 months.
They’re chosen by the WealthManagement.com Trade Awards’ unbiased panel of judges primarily based on particular examples of their management, supporting initiatives which can be driving change and benchmarks comparable to enterprise development, thought management content material improvement, business activism and extra.
This 12 months’s listing of 5 contains Andrew Davis, who created a weekly video collection on macroeconomic tendencies, boosting consumer engagement and retention at Bryn Mawr Capital Administration; Nicky Amore, who created an Advisor Coaching Playbook and helped develop Falcon Wealth Planning’s AUM $40 million within the final 18 months; and Joseph Raieta, who constructed a platform to boost the advisor expertise as soon as onboarded at Snowden Lane Companions, amongst others.
They had been acknowledged on stage on the Wealthies awards gala in New York Metropolis on Sept. 5.
