About the WealthManagement.com 2020 Wealthies Circle
The Wealthies Circle is a unique gateway to the WealthManagement.com 2020 Industry Awards program. It’s home to this year’s finalist and winner initiatives and related content; serves as the entryway to our Live Virtual Awards Event taking place on September 10th; and is the pathway to registering for and attending the Wealthies Digital Forums launching on September 24th paneled by finalist company executives and attended by advisors nationwide.
More than 150 companies were finalists this year, and on the Wealthies Circle you’ll find finalist initiatives, company profiles, contact details and current resources including white papers, webinars, audio and other content. Each of these “Best of the Best” initiatives was designed to help financial advisors build better practices and more effectively serve their clients. You may wish to consider these programs and tools as you evaluate new sources to help you manage your practice and grow your business. Plan to visit the Wealthies Circle often throughout 2020-2021 for content updates from this year’s finalists and winners.
The Virtual Awards Event section will be used as the link to the Winners announcements on September 10th, and provide supporting information about our sponsors and promotion for our finalists.
The Wealthies Forums are live, interactive panel discussions scheduled during 2020-2021 covering the current state and future direction of technology, asset management, practice management and marketing. More information on topics and registration can be found on the Wealthies Circle.
Now in its 6th year, the WealthManagement.com Industry Awards program recognizes the outstanding companies, individuals and organizations that make a real difference in the daily activities of financial advisors. More than 200 companies submitted 625 nominations in 2020 – a testament to the value that firms place in the awards as a way to enhance their reputation, increase their brand recognition and set their organization apart from the competition.
Includes initiative summaries, company profiles, contact details and current resources such as white papers, webinars, audio and other content links. These “Best of the Best” initiatives are designed to help financial advisors build better practices and more effectively serve their clients. You may want to consider these programs and tools as you evaluate new sources for your organization. Information will be updated throughout 2020-2021.
Live, interactive events paneled by executives at finalists and winner companies who have joined the Wealthies Circle – attended by and promoted to our 435,000 actively engaged community of advisors and planners.
For panel participation and sponsorship information:
Initially developed for advisors in Australia, Practifi is a business management platform that helps financial advisors unify their disparate tools, strengthen relationships with their customers, and grow their business. For more information, visit practifi.com and follow @practifi on Twitter.
Goldman Sachs Private Bank Select® (GS Select) builds upon the extensive lending expertise of Goldman Sachs’ Private Bank, offering revolving securities-based lines of credit as a liquidity source for clients of independent financial advisors. With GS Select, clients can access liquidity quickly and easily, instead of selling securities and disrupting an investment plan. GS Select is a high-tech, high-touch program, partnering with leading broker dealers, RIAs and custodians in the independent space. From origination to confirmation and ongoing management, a digital interface provides full transparency to both advisors and clients of their application and loan status, allowing advisors to closely monitor the lendable value of their client’s collateral, and giving their clients the ability to borrow and repay with just a few clicks. GS Select’s lending team provides expert support and guidance to financial advisors and their clients .
Managing Director, Head of Goldman Sachs Private Bank Select
Investment Banks/Lenders/Succession Planning Consultants
Goldman Sachs Private Bank Select line of credit
GS Select has invested significantly in technology and human capital to serve Independent Broker Dealers and RIAs, and their advisors and clients, by:
Supporting individual and joint accounts, along with LLCs and partnerships, and providing the same seamless, high-tech and high-touch process for these complex structures
Launching a full client portal experience, allowing clients to fund their lines of credit online, make payments, and have full transparency into the status of their loan at any time
Responding to firm and advisor demand by creating GS Select Transitions, a team dedicated to servicing advisors transitioning to independence by facilitating and expediting the movement of lines of credit and their associated assets under management
Helping a Business Owner Start a New Chapter
Selling a business is a monumental milestone. But what comes next?
Loans are offered by the Salt Lake City branch of Goldman Sachs Bank USA (GS Bank), a New York State–chartered bank and a wholly-owned subsidiary of The Goldman Sachs Group, Inc. GS Bank is a member of the Federal Reserve System and Member FDIC. Goldman Sachs Private Bank Select is a business of GS Bank. Goldman Sachs Private Bank Select is a registered trademark of Goldman Sachs & Co. LLC.