Congratulations Morgan Stanley, winner of the BROKER/DEALERS (1,000 Advisors or More): Technology category of the 2024 Wealth Management Industry Awards! #Wealthies

Congratulations Cetera, winner of the BROKER/DEALERS (1,000 Advisors or More): Transition Support category of the 2024 Wealth Management Industry Awards! #Wealthies

Congratulations Cambridge Investment Research, winner of the BROKER/DEALERS (1,000 Advisors or More): Thought Leadership category of the 2024 Wealth Management Industry Awards! #Wealthies

Congratulations Janney Montgomery Scott LLC, winner of the BROKER/DEALERS (Fewer Than 1,000 Advisors): Digital Marketing Campaign of the Year category of the 2024 Wealth Management Industry Awards! #Wealthies

Congratulations United Planners Financial Services, winner of the BROKER/DEALERS (Fewer Than 1,000 Advisors): Practice Management category of the 2024 Wealth Management Industry Awards! #Wealthies

Congratulations Rockefeller Capital Management Rockefeller Capital Management, winner of the BROKER/DEALERS (Fewer Than 1,000 Advisors): Technology category of the 2024 Wealth Management Industry Awards! #Wealthies

Congratulations Axtella, winner of the BROKER/DEALERS (Fewer Than 1,000 Advisors): Thought Leadership category of the 2024 Wealth Management Industry Awards! #Wealthies

Congratulations Joan Khoury from Oppenheimer & Co. Inc., winner of the BROKER/DEALERS (Fewer Than 1,000 Advisors): Chief Marketing Officer of the Year category of the 2024 Wealth Management Industry Awards! #Wealthies

Congratulations Snappy Kraken, winner of the MARKETING/PR FIRMS: Digital Campaign of the Year category of the 2024 Wealth Management Industry Awards! #Wealthies

Congratulations Haven Tower Group, winner of the MARKETING/PR FIRMS: PR Campaign of the Year category of the 2024 Wealth Management Industry Awards! #Wealthies

Congratulations Hannah Moore, CFP® of Amplified Planning and Guiding Wealth, winner of the INDIVIDUAL RIA FIRM LEADERS: Innovator of the Year category of the 2024 Wealth Management Industry Awards! #Wealthies

Congratulations Dave Barton of Mercer Advisors, winner of the INDIVIDUAL RIA FIRM LEADERS: M&A Leader of the Year category of the 2024 Wealth Management Industry Awards! #Wealthies

Congratulations Angela Giombetti of Wealthspire Advisors, winner of the INDIVIDUAL RIA FIRM LEADERS: Chief Marketing Officer of the Year category of the 2024 Wealth Management Industry Awards! #Wealthies

Congratulations Apex Fintech Solutions, winner of the CUSTODIANS: Technology category of the 2024 Wealth Management Industry Awards! #Wealthies

Congratulations Fidelity Investments, winner of the CUSTODIANS: Transition Support category of the 2024 Wealth Management Industry Awards! #Wealthies

Congratulations SEI, winner of the CUSTODIANS: Practice Management category of the 2024 Wealth Management Industry Awards! #Wealthies

Cheers to 10 years of the #Wealthies!

🎉 Congratulations! 🎉 Kate Healy celebrates the past decade of Wealthies winners and looks forward to seeing who will be recognized in the years to come. 🏆✨ #Wealthies #WealthManagement #IndustryAwards #Celebration

Morgan Stanley will pay the fine to settle the investigation by the Massachusetts Securities Division. By Sridhar Natarajan from Bloomberg spr.ly/6010WPYup

From taxes to tariffs, several changes are being discussed on the campaign trail that would result in new benefits for some and new burdens for others. ByAaron Cirksena contributor for WealthManagement.com spr.ly/6016WubEA