Affiliated Advisors Named Winner in the Advisor Support Platforms Category for Thought Leadership in the WealthManagement.com 2023 Industry Awards
New York, NY — September 8, 2023 — Affiliated Advisors, a leading advisor service and support platform, announced today that the firm has won the WealthManagement.com 2023 Industry Award in the category of Advisor Support Platforms for Thought Leadership.
Affiliated Advisor’s Thought Leadership program features a number of advisor educational materials, research, case studies and industry-wide webcasts designed to help advisors run more profitable, efficient and growing businesses. Key practice management focus areas of transitioning your business to a new broker-dealer, succession planning and mergers and acquisitions, along with how to manage a financial advisory firm in a hybrid work environment were developed. These concepts were then supplemented with highly personalized case studies of successful advisors leveraging these concepts to better manage their advisory firm businesses.
“We’re honored to receive this prestigious award from WealthManagement.com,” said Tom Rippberger, Managing Partner of Affiliated Advisors. “Our investments in our practice and business management resources designed to help advisors navigate challenging industry issues has been a key part of the success of the nearly 100 advisors working with us, and we are delighted to be recognized for this initiative.”
Now in its ninth year, the WealthManagement.com Industry Awards is the only awards program to honor outstanding achievements by companies, individuals and organizations that support financial advisor success.
“The WealthManagement.com Industry Awards allow us to recognize the creativity, success and excellence of firms such as Affiliated Advisors that serve the financial advisor community,” said David Armstrong, Director of Editorial Strategy and Operations, Wealth Management Group — Informa Connect. “A record number of companies submitted nominations for the Wealthies in 2023, so this year’s winners should be particularly proud of their outstanding achievement.”
About Affiliated Advisors
Founded over 30 years ago by industry veteran, Rita Robbins, Affiliated Advisors is a team of experienced and innovative industry experts with a passion and mission to help solo advisors and emerging teams build the practices of their dreams through a dedicated service and support platform. Affiliated Advisors’ award-winning suite of marketing, technology, compliance, service, financial planning, practice management and succession planning resources is helping nearly 100 financial advisors grow and better manage their advisory businesses. To learn more, log onto www.AffiliatedAdvisors.com.
About WealthManagement.com
WealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business. WealthManagement.com offers financial services organizations a broad array of marketing services designed to help them influence the industry’s leading audience of wealth management professionals.
About Informa
Informa PLC is a leading international business-to-business information services group, operating in over 30 countries. We create transaction-led exhibitions and content-based events, specialist data, intelligence and marketing services products, as well as scholarly research and specialist reference-led academic content. Our products and services help businesses and professionals connect, learn, do business and gain an edge over the competition. Informa is listed on the London Stock Exchange and is a member of the FTSE 100.
The WealthManagement.com Industry Awards program recognizes outstanding organizations and individuals that support financial advisor success. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.