Latest news with #WealthManagementIndustryAwards
Yahoo
4 days ago
- Business
- Yahoo
Vocatus is Named a Finalist in the WealthManagement.com 2025 Industry Awards for Best Client PR Campaign
BOCA RATON, FL / / June 5, 2025 / Vocatus, a leading communications and marketing firm serving the financial services industry, announced that it has been named a finalist in the Wealth Management 2025 Industry Award (the "Wealthies") for Best Client PR Campaign. For the second year in a row, Vocatus has received the recognition, which centers on its work on behalf of Callan Family Office, a registered investment advisor serving ultra-high-net-worth families, family offices, foundations and endowments. In addition to its own accolade, Vocatus' clients are finalists in 19 categories at the prestigious Wealthies in 2025. "We are honored and humbled by this recognition, but even more so, we feel immense gratitude to our clients who have placed their trust in us and given us the opportunity to share in their success," said Ray Hennessey, Chief Executive Officer of Vocatus. "I want to thank my team and our industry peers for this honor. As we approach our three-year anniversary, I could not be prouder of what we've built and the opportunities yet to come." Founded in 2022, Vocatus serves dozens of clients, from startups to some of the most established names in the financial services industry. Earlier this, Vocatus was awarded the Best Marketing or PR Campaign at the Family Wealth Awards. Last year, it was named a finalist in several well-known wealth management awards, including the Industry Awards and ThinkAdvisor Luminaries. 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. Each year, the Wealth Management Industry Awards recognize the firms and individuals who are making 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. "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." About Vocatus Vocatus is a leading communications, marketing and public relations firm, serving the financial services industry. With specialists across media and journalism, Vocatus provides high-level support to individuals and businesses, including wealth management firms, asset managers, fintech companies and business service providers. Contact Details Christina Diabo+1 201-400-7239cdiabo@ SOURCE: Vocatus View the original press release on ACCESS Newswire 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
4 days ago
- Business
- Yahoo
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 05, 2025 (GLOBE NEWSWIRE) -- 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 Officer of the Year, recognizing Katherine Flouton, CEO 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@
Yahoo
4 days ago
- Business
- Yahoo
11th.com Named Tech Disruptor Finalist in the Wealth Management 2025 Industry Awards
New York, New York, June 05, 2025 (GLOBE NEWSWIRE) -- the leading automated investor recovery platform for RIAs, announced today that it has been named a Finalist in the Wealth Management 2025 Industry Awards (the 'Wealthies') for Disruption in Investor Recovery Named Finalist for Tech Disruptor at the Wealth Management Industry is a first-of-its-kind technology that automates the recovery of funds owed to investors from securities class actions and shareholder settlements. Built for RIAs, wealth managers, and financial institutions, it identifies, files, and collects eligible claims on behalf of their clients—with no manual effort required. turns a historically overlooked process into a seamless, value-added service that strengthens client relationships and enhances firm growth. 'We're honored to receive this prestigious award from said Stan Vick, Founder & CEO. 'Being recognized alongside some of the most influential players in wealth management reinforces our mission to modernize the recovery of billions in missed investor funds.' 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. '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.' About is the first technology platform that empowers RIAs and wealth managers to automatically recover funds from securities class actions and shareholder settlements. Through its patented engine, has claimed over $250 million for more than 50,000 clients—including RIAs, wealth managers, and individual investors. Designed for scale, the platform handles unlimited clients and claims, no matter the legal or technical complexity. 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. offers financial services organizations a broad array of marketing services designed to help them influence the industry's leading audience of wealth management professionals. Press inquiries Stan Vick pr@ (302) 261-8626 Error 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
Yahoo
5 days ago
- Business
- Yahoo
Ballast Rock Private Wealth is Named a Finalist in The Wealth Management 2025 Industry Awards for Thought Leader of the Year
The recognition honors Senior Wealth Advisor and Portfolio Manager Jim Carroll for his work in volatility. CHARLESTON, SC / / June 4, 2025 / Ballast Rock Private Wealth ("BRPW"), the independently run Registered Investment Advisor that provides holistic financial advice to accredited high-net-worth individuals, announced today that it has been named a Finalist in the Wealth Management 2025 Industry Award (the "Wealthies") for Thought Leader of the Year in the Individual RIA category. The recognition centers on the work of Senior Wealth Advisor and Portfolio Manager Jim Carroll, who is a frequent writer and media source on the issue of volatility in the markets. Carroll is the author of the popular X (formerly Twitter) financial account Vixologist and a sister blog on Substack, which discuss momentum and volatility trends in public markets. "We are honored that Jim's body of work has been recognized by such a prestigious award as the Wealthies," said Andrew Mescon, Chief Executive Officer of Ballast Rock Private Wealth. "Particularly this year, with frequent spikes in the VIX, Jim's leadership and knowledge in volatility has been an important element in wealth management." 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. "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." About Ballast Rock Ballast Rock is an integrated investment management company specializing in delivering risk-adjusted returns, accurate, and timely advice, high quality frequent reporting, and direct access to management. Ballast Rock operates Ballast Rock Asset Management, Ballast Rock Private Wealth, and Ballast Rock Capital. Ballast Rock Asset Management comprises Ballast Rock Real Estate, which includes the firm's Sunbelt multifamily real estate funds, and Ballast Rock Ventures, comprising venture capital and private equity teams. Ballast Rock Private Wealth is a registered investment advisor, with a focus on alternative strategies. Ballast Rock Capital (member FINRA/SIPC) is an SEC-registered broker-dealer. Ballast Rock is committed to being a driver of positive change. The diversity of our team members brings valuable new perspectives to our industry for the benefit of our stakeholders and the broader community. 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. offers financial services organizations a broad array of marketing services designed to help them influence the industry's leading audience of wealth management professionals. Contact Details For Ballast Rock Private WealthLisa Aldape, Vocatuslaldape@ Company Website SOURCE: Ballast Rock View the original press release on ACCESS Newswire Error 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
