IN's Best Practices awards highlight performance, most advantageous use of staff and tech

24 firms receive recognition for their work in the industry

Oct 12, 2015 @ 4:03 pm

By Alessandra Malito

InvestmentNews has selected 24 firms that have gone above and beyond in growth and financial performance this year.

Two InvestmentNews research studies, the Adviser Compensation & Staffing Study and the Adviser Technology Study, highlighted the ways in which firms have punched through the ceiling with the most advantageous use of staff members and technology strategies.

Associate publisher Mark Bruno said these firms should be considered leaders and role models for fellow industry members.

“The winners think about their practices and businesses as CEOs rather than just advisers,” Mr. Bruno said. “All of these firms are run by people with a long term vision.”

(More: Key findings from the 2015 InvestmentNews Compensation & Staffing Study)

The winners from the 2015 Adviser Compensation & Staffing Study include: Asset Management Group Inc., Botsford Group, Edelman Financial Services, Fairport Asset Management, HHG & Co., JRA Financial, Manchester Capital Management, Palladium Registered Investment Advisers, ProVise Management Group, Rodgers & Associates, Roof Advisory Group Inc. and West Financial Services.

(More: Adviser's goals: Keep clients happy and profit growing)

From the InvestmentNews 2015 Adviser Technology Study, winners include: Asset Management Group Inc., Budros, Ruhlin & Roe Inc., Cassaday & Co., The Center for Financial Planning Inc., Clarendon Wealth Management, Glassman Wealth Services, LLBH Private Wealth Management, Paragon Wealth Strategies, Private Ocean, Sullivan, Bruyette, Speros & Blayney, Traust Sollus Wealth Management; and True Wealth.


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