logo
Lyceus Group Named Finalist for 'PR Campaign of the Year' at 2025 Wealth Management Industry Awards

Lyceus Group Named Finalist for 'PR Campaign of the Year' at 2025 Wealth Management Industry Awards

Business Wire03-06-2025

SEATTLE--(BUSINESS WIRE)-- Lyceus Group, a high-touch boutique financial public relations firm specializing in financial services, is proud to announce it has been selected as a finalist for 'PR Campaign of the Year' at the 2025 Wealth Management Industry Awards. The nomination highlights Lyceus Group's work with Clough Capital to execute a high-impact communications campaign that delivered real-world results in the asset management space.
'We're proud to be recognized among the industry's best,' said Tucker Slosburg, President of Lyceus Group. 'In today's crowded and complex media environment, this nomination speaks to the strength of our team and the value that focused, thoughtful positioning can deliver.'
Lyceus Group continues to lead with a high-touch, results-driven approach across public relations, digital marketing, and strategic communication planning. This nomination reflects the firm's commitment to elevating client visibility and delivering clear, effective messaging in today's fast-moving financial media landscape.
'Working with Lyceus has been transformative for Clough Capital,' said Vince Lorusso, CEO of Clough Capital. 'Their professionalism, responsiveness, and strategic approach have elevated our visibility in meaningful ways. From crafting foundational messaging to securing impactful media placements, they have proven to be an invaluable partner in elevating our reputation and broadening our reach.'
Hosted annually by WealthManagement.com, the 'Wealthies' honor outstanding achievements by firms and individuals supporting financial advisors. This year's 'PR Campaign of the Year' category celebrates strategic public relations efforts that drive brand awareness, media engagement, and measurable business impact. Winners will be announced at the awards gala on September 4, 2025, in New York City.
About Lyceus Group
Founded in 2016, Lyceus Group is a leading boutique communications firm specializing in the financial industry. Lyceus partners with clients across the globe to elevate their profiles on the world stage, from hedge funds and asset managers to fintech innovators and professional services firms. With a deep understanding of capital markets, cross-border media landscapes, and emerging technologies, Lyceus delivers tailored communications strategies that drive visibility, trust, and growth.

Orange background

Try Our AI Features

Explore what Daily8 AI can do for you:

Comments

No comments yet...

Related Articles

CORRECTION – Binah Capital Group Announces PKS Investments as Finalist in Two Categories for the 2025 Wealth Management Industry Awards
CORRECTION – Binah Capital Group Announces PKS Investments as Finalist in Two Categories for the 2025 Wealth Management Industry Awards

Business Upturn

time5 days ago

  • Business Upturn

CORRECTION – Binah Capital Group Announces PKS Investments as Finalist in Two Categories for the 2025 Wealth Management Industry Awards

NEW YORK, June 06, 2025 (GLOBE NEWSWIRE) — In a release issued under the same headline on Thursday, June 5th by Binah Capital Group (Nasdaq: BCG), please note that the last sentence of the first paragraph has been revised. The corrected release follows: Binah Capital Group, Inc. ('Binah Capital') (NASDAQ: BCG), a financial services enterprise supporting the growth of independent financial advisors, today announced that PKS Investments ('PKS'), a Binah Capital Group company, has been named a finalist in two categories for the prestigious 2025 Wealth Management Industry Awards ('The Wealthies'). The categories are Transition Support / Transition Services, recognizing PKS's excellence in advisor transition solutions, and Chief Executive of the Year, recognizing Katherine Flouton of PKS Investments. This dual recognition underscores Binah's unmatched commitment to leadership and operational excellence in supporting independent financial advisors through critical growth and transition stages. With decades of experience and a proven, scalable process, PKS has successfully supported thousands of advisor transitions, helping firms navigate change with confidence, clarity, and continuity. Through high-touch service model, operational excellence, and strategic leadership, PKS has redefined the benchmark for transition support within the wealth management industry. 'We are incredibly proud to see Katherine Flouton and PKS Investments recognized among the industry's top innovators,' said Craig Gould, Chief Executive Officer of Binah Capital Group. 'These nominations reflect our unwavering commitment to empowering independent advisors with the leadership, infrastructure, and flexibility they need to thrive in an evolving landscape.' Now in its 11th year, the Wealth Management Industry Awards is the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success. A panel of judges made up of top names in the industry, led by director of editorial strategy and operations David Armstrong, chose the finalists and will determine the winners, which each year recognizes the firms and individuals who are bringing new innovations to market that make a real difference to the daily activities of financial advisors. Winners will be announced at a gala and awards ceremony in New York City on September 4th. About Binah Capital Group Binah Capital Group ('Binah Capital', 'Binah' or the 'Company,' is a financial services enterprise that owns and operates a network of industry-leading firms that empower independent financial advisors. As a national broker-dealer aggregator, Binah specializes in delivering value through its innovative hybrid-friendly model, making it an optimal platform for RIAs navigating today's complex financial landscape. Binah's portfolio companies are built to help advisors run, manage, and execute commission-based business seamlessly while providing best in class resources to support their advisory practice. We don't just offer tools—we cultivate partnerships. Binah Capital Group stands alongside RIAs as a trusted ally, delivering the structure, flexibility, and cutting-edge solutions they need to succeed in an increasingly competitive marketplace. For more, please visit: About Purshe Kaplan Sterling Investments Purshe Kaplan Sterling Investments (PKS) is a leading independent broker-dealer offering comprehensive support services for financial advisors nationwide. PKS's flexible affiliation models, operational precision, and client-first philosophy enable advisors to deliver outstanding service while growing their businesses with confidence. Contact: Binah Capital Investor Relations [email protected] Binah Capital Public Relations [email protected] Disclaimer: The above press release comes to you under an arrangement with GlobeNewswire. Business Upturn takes no editorial responsibility for the same.

CORRECTION - Binah Capital Group Announces PKS Investments as Finalist in Two Categories for the 2025 Wealth Management Industry Awards
CORRECTION - Binah Capital Group Announces PKS Investments as Finalist in Two Categories for the 2025 Wealth Management Industry Awards

Yahoo

time5 days ago

  • Yahoo

CORRECTION - Binah Capital Group Announces PKS Investments as Finalist in Two Categories for the 2025 Wealth Management Industry Awards

- Dual Recognition Underscores Binah's Unmatched Commitment to Leadership and Operational Excellence - NEW YORK, June 06, 2025 (GLOBE NEWSWIRE) -- In a release issued under the same headline on Thursday, June 5th by Binah Capital Group (Nasdaq: BCG), please note that the last sentence of the first paragraph has been revised. The corrected release follows: Binah Capital Group, Inc. ('Binah Capital') (NASDAQ: BCG), a financial services enterprise supporting the growth of independent financial advisors, today announced that PKS Investments ('PKS'), a Binah Capital Group company, has been named a finalist in two categories for the prestigious 2025 Wealth Management Industry Awards ('The Wealthies'). The categories are Transition Support / Transition Services, recognizing PKS's excellence in advisor transition solutions, and Chief Executive of the Year, recognizing Katherine Flouton of PKS Investments. This dual recognition underscores Binah's unmatched commitment to leadership and operational excellence in supporting independent financial advisors through critical growth and transition stages. With decades of experience and a proven, scalable process, PKS has successfully supported thousands of advisor transitions, helping firms navigate change with confidence, clarity, and continuity. Through high-touch service model, operational excellence, and strategic leadership, PKS has redefined the benchmark for transition support within the wealth management industry. "We are incredibly proud to see Katherine Flouton and PKS Investments recognized among the industry's top innovators," said Craig Gould, Chief Executive Officer of Binah Capital Group. "These nominations reflect our unwavering commitment to empowering independent advisors with the leadership, infrastructure, and flexibility they need to thrive in an evolving landscape." Now in its 11th year, the Wealth Management Industry Awards is the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success. A panel of judges made up of top names in the industry, led by director of editorial strategy and operations David Armstrong, chose the finalists and will determine the winners, which each year recognizes the firms and individuals who are bringing new innovations to market that make a real difference to the daily activities of financial advisors. Winners will be announced at a gala and awards ceremony in New York City on September Binah Capital Group Binah Capital Group ('Binah Capital', 'Binah' or the 'Company,' is a financial services enterprise that owns and operates a network of industry-leading firms that empower independent financial advisors. As a national broker-dealer aggregator, Binah specializes in delivering value through its innovative hybrid-friendly model, making it an optimal platform for RIAs navigating today's complex financial landscape. Binah's portfolio companies are built to help advisors run, manage, and execute commission-based business seamlessly while providing best in class resources to support their advisory practice. We don't just offer tools—we cultivate partnerships. Binah Capital Group stands alongside RIAs as a trusted ally, delivering the structure, flexibility, and cutting-edge solutions they need to succeed in an increasingly competitive marketplace. For more, please visit: About Purshe Kaplan Sterling InvestmentsPurshe Kaplan Sterling Investments (PKS) is a leading independent broker-dealer offering comprehensive support services for financial advisors nationwide. PKS's flexible affiliation models, operational precision, and client-first philosophy enable advisors to deliver outstanding service while growing their businesses with confidence. Contact: Binah Capital Investor Relationsir@ Binah Capital Public Relationsmedia@ while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data

Avantax Named Finalist in Practice Management Category at the 2025 WealthManagement.com "Wealthies" Industry Awards
Avantax Named Finalist in Practice Management Category at the 2025 WealthManagement.com "Wealthies" Industry Awards

Yahoo

time5 days ago

  • Yahoo

Avantax Named Finalist in Practice Management Category at the 2025 WealthManagement.com "Wealthies" Industry Awards

Home-grown "Rise to Elite" program helping Financial Professionals to grow their practice has quickly evolved into a defining element of the Avantax Community DALLAS, June 6, 2025 /PRNewswire/ -- Avantax, a community of tax-focused financial professionals within Cetera, has been recognized as a finalist in the 2025 Wealth Management Industry Awards ("Wealthies")* for Practice Management among broker-dealers with 1,000 or more advisors. Now in its 11th year, the annual Industry Awards honors the individuals, organizations and companies that help financial advisors build better businesses and pursue better outcomes for their clients. Avantax is a 2025 "Wealthies" finalist for "Avantax Rise to Elite," its home-grown, complimentary peer-to-peer coaching program for firms aspiring to achieve significant growth in their wealth management business. Crafted by the Avantax Home Office team and Avantax Financial Professionals specifically for their growth-oriented peers, the curriculum offers scalable, repeatable business strategies complemented by coaching and accountability partners. Rise to Elite offers peer mentorship for financial professionals. It provides collaborative growth through coaching, strategic planning, and ongoing support. Central to its ethos is the provision of access to small group coaching sessions, where advisors can engage in discussions, share insights, and glean wisdom and best practices from experienced mentors. The program ensures participants are equipped with tools and knowledge needed to grow their firms to the next level and serve clients effectively. Beyond instruction, the program helps foster meaningful relationships with successful Financial Professionals who share similar aspirations and objectives. Results achieved by Rise to Elite graduates underscore the program's efficacy. For example, there's a notable uptick in both AUA and client acquisition among program participants, and on average, Rise to Elite graduates report a 15% to 20% year-over-year increase in their AUM in comparison to similarly situated peers. "The momentum behind Rise to Elite over the past year has been truly remarkable," said Nona Rosa, Advisor Growth Coaching Officer at Cetera. "What started as a new program has quickly evolved into a defining element of the Avantax Community. It embodies our belief that success is amplified through our community's unique approach to collaboration – where advisors not only strive for their own growth but passionately celebrate the achievements of their peers. That spirit of unity and shared purpose is what makes Rise to Elite so powerful." Rosa said long-time elite independent Avantax financial advisor Kyle Johnson, a coach in the Rise to Elite program and owner of Link Wealth Strategies in Topeka, Kansas, personifies advisors' spirit of collaboration. "Watching advisors grow through Rise to Elite this past year has been one of the most rewarding experiences of my career," Johnson said. "This isn't just about hitting milestones, it's about unlocking potential, building confidence, and creating a growth culture where success is shared. The camaraderie, the breakthroughs, the personal wins – every single moment we're together – reinforces why this program matters. It's a privilege to help guide such driven professionals along their unique growth journeys." Avantax will be recognized alongside other finalists at the Wealth Management Industry Awards Gala, which will take place Sept. 4, 2025, at Cipriani 42nd Street in New York City. Tax and financial professionals can learn more about Avantax by clicking here. About Avantax®Avantax, a unique community within Cetera Holdings ("Cetera"), delivers tax-intelligent wealth management solutions for financial professionals, tax professionals and CPA firms, supporting its goal of minimizing clients' tax burdens through comprehensive tax-intelligent financial planning. Avantax has two distinct, but related, models within its business: the independent Financial Professional model and the employee-based model. Avantax refers to its independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management (AWM) works with a nationwide network of Financial Professionals operating as independent contractors and offers its services through its registered broker-dealer, Avantax Investment Services, Inc., Member FINRA, SIPC, registered investment advisor (RIA), Avantax Advisory Services, Inc., and insurance agency subsidiaries. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA, insurance agency, and affiliated broker-dealer, Avantax Investment Services, Inc., and partners with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services. Avantax is a wholly owned subsidiary of Cetera Holdings, which refers to Aretec Group, Inc. For additional information, please visit *The 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. View original content to download multimedia: SOURCE Avantax Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

DOWNLOAD THE APP

Get Started Now: Download the App

Ready to dive into the world of global news and events? Download our app today from your preferred app store and start exploring.
app-storeplay-store