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Business Wire
5 days ago
- Business
- Business Wire
EncorEstate Plans Named Double Finalist for 2025 WealthManagement.com Industry Awards
SEATTLE--(BUSINESS WIRE)-- EncorEstate Plans (Encore), the most comprehensive and customizable estate planning and trust funding solution for advisors, has been named a finalist in two categories for the 2025 Industry Awards ('The Wealthies'). The four-year-old company is recognized for its innovative solutions in estate planning implementation for their Standalone Deed Filing S ervice and Streamlining Trust Digitization and Restatement. 'EncorEstate Plans is mission-driven to help more financial professionals see how they can use modular estate planning to supercharge their business offerings, increase client satisfaction, and add to both their top and bottom lines.' This marks the second consecutive year Encore has received multiple finalist honors, underscoring the company's commitment to empowering advisors with tools that simplify and elevate the estate planning experience. Encore serves more than 5,500 advisors nationwide and maintains the highest advisor satisfaction rating in the industry according to the most recent Kitces Advisor Productivity Survey and the T3/Inside Information Advisor Tech Survey. 'As a bootstrapped company, our 'Advisors first, always' core value lets us prioritize what matters most to our users,' said Matt Morris, CEO of EncorEstate Plans. 'We're grateful to the advisors and other partners, along with our amazing team, for making this recognition possible. We are mission-driven to help more financial professionals see how they can use modular estate planning services – supported by not just the EncorEstate Plans technology, but a team of legal professionals who supervise and support the documentation and deed filing process – to supercharge their business offerings, increase client satisfaction, and add to both their top and bottom lines.' UPCOMING DEMO AND NEW FEATURE ANNOUNCEMENT AT WM EDGE Morris will showcase Encore's latest advancements at the upcoming Wealth Management EDGE conference, June 10-12 in Boca Raton, FL, where he will debut an exclusive new platform feature, the Standalone Deed Filing service, during the WealthStack Demos on Wednesday, June 11, 2025. The 60-minute WealthStack Demo session, which will showcase Encore as well as other innovative wealthtech solutions, starts at 2:40pm ET. This new capability enables advisors to assist clients in funding their trusts with real estate, even if the original estate planning documents were not created on the Encore platform. 'Think of a trust as a safe. You fill it with things you want your trustee to control,' Morris explained. 'The benefit of avoiding probate is lost when real estate isn't titled in the name of the trust. Our new Standalone Deed Filing Service makes it easier than ever to ensure existing estate plans are properly funded and to overcome the common procrastination that leaves clients exposed.' The new Standalone Deed Filing Service is designed to close a critical gap for advisors. While many clients complete estate planning documents, they often delay or neglect the crucial step of recording their home deeds with the county, leaving their largest asset out of the trust. Encore's solution streamlines this process, enabling advisors to deliver comprehensive, actionable estate planning support. #1 IN ADVISOR SATISFACTION AND FLEXIBLE PRICING Encore continues to set itself apart with a pay-as-you-go pricing model and a steadfast commitment to advisor autonomy – there is no vendor lock-in. Unlike other estate planning tools that compete for attention within the financial services industry, renewal sticker shock is also thwarted thanks to EncorEstate Plans' innovative business model. ABOUT 'THE WEALTHIES' AWARD COMPETITION Now in its 11th year, the Wealth Management Industry Awards (a.k.a., The Wealthies) 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 4, 2025. 'The Industry Awards are a beacon, illuminating the trailblazers and innovators who are shaping the future of the financial services industry,' said David Armstrong, director of editorial strategy and operations. 'They serve as a leading indicator of future activity, and as a barometer for the dynamic ecosystem of companies and organizations that empower, support and enable advisor success who are driving the industry forward.' an Informa business, provides wealth professionals with information that helps financial advisors build stronger relationships, improve efficiencies, and grow business. offers financial services organizations a broad array of marketing services designed to help them influence the industry's leading audience of wealth management professionals. Founded in 2021 and headquartered in Seattle, EncorEstate Plans is the most comprehensive and customizable estate planning and trust funding platform for advisors. The company's technology and support team empower advisors to create, update, and fund estate plans efficiently, all under the advisor's brand. The platform has been rated an 'All Star' for the second consecutive year by the T3/Inside Information Software Survey, earning the highest average user rating (8.47 out of 10) and nearly doubling its market share in the estate planning software category. Kitces' Financial Planning Productivity Survey ranked Encore #1 in client satisfaction, recognizing the focus on scaling up their team of human estate planners, attorneys, and paralegals to be advisors' estate planning back office, and placing value on higher service touch over pure technology solutions. For more information, visit
Yahoo
06-06-2025
- Business
- 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
Yahoo
05-06-2025
- Business
- Yahoo
Prospera Financial Services Named Finalist in 2025 WealthManagement.com Awards Program
Dallas-Based Boutique Wealth Management Firm Honored for Planning Your Way Program in Practice Management Category DALLAS, June 5, 2025 /PRNewswire/ -- Prospera Financial Services, Inc. ("Prospera"), a wealth management firm supporting a nationwide network of independent financial advisors, today announced it has been selected as a 2025 Industry Awards finalist in the Practice Management division for broker-dealers with fewer than 1,000 advisors. In its 11th year, the "Wealthies" is the first awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success. Prospera's Planning Your Way program was named as a finalist in the Practice Management category. Planning Your Way, offers four flexible service models with different levels of support from paraplanners. Advisors can access a slate of services, including a simple data-gathering discovery session led by a paraplanner, plan creation, presentations or a comprehensive relationship between the advisors and paraplanner in support of the end client. Additionally, Planning Your Way offers free financial planning software consultation for advisors considering a change in their planning software. "Planning Your Way is a direct response to what our advisors told us they needed - more flexibility, more support and less friction in delivering high-quality planning," said Tarah Williams, President & COO at Prospera. "We're proud to be recognized for a solution that truly helps advisors focus on what matters most: their clients." The Industry Awards recognize firms that demonstrate outstanding achievement in support of financial advisor success. Finalists had to define their initiative goals, results and how this elevated their advisor's experience. Winners will be announced at a Sept. 4 gala in New York. Prospera is a seven-time Wealthies winner and was most recently honored in 2023 in the Service and Digital Marketing Campaign of the Year categories. About Prospera Financial ServicesFounded in 1982, Prospera Financial Services, Member FINRA, SIPC and a registered investment advisory, offers the flexibility and resources only found at some of the nation's largest broker-dealers. Headquartered in Dallas, Prospera was named Broker-Dealer of the Year by Investment Advisor Magazine in 2009, 2010, 2012, 2014, 2015, 2018 and 2019. Prospera is a 7-time winner and 12-time finalist for Industry Awards as well as a ThinkAdvisor Luminaries award winner in its inaugural year. The firm supports independent financial advisors nationwide. For more information about Prospera, visit About 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 – all from one site. Learn more about the WealthManagement Industry Awards at Media ContactsDonald Cutler or Lorene YueHaven Tower Group LLC424 317 4864 or 424 317 4854dcutler@ or lyue@ View original content to download multimedia: SOURCE Prospera Financial Services 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
