ThinkAdvisor is pleased to share profiles and details on the accomplishments of the Luminaries finalists of 2025.
Members of this elite group of individuals, programs, products and services are associated with nearly 265 financial services organizations, who will be recognized for their exemplary leadership, innovation and community impact during our Dec. 4 gala at the New York Hilton Midtown.
In the afternoon before our cocktail hour, dinner and awards ceremony, ThinkAdvisor will host an opening keynote discussion on the transition of the wealth management industry in 2026 and outline a roadmap for success with the audience.
The discussion will feature Dynasty Financial CEO Shirl Penney and Orion CEO Natalie Wolfsen, who will be interviewed on stage by April Rudin, CEO of the Rudin Group and co-author of "Wealth Management With a Difference: Your Guide to Achieving Client, Generational, and Business Success."
This stellar panel will be followed by roundtable discussions about:
- Strategies for moving into high-net-worth and ultra-high-net-worth client segments;
- Tapping next-gen talent for business growth;
- The ups and downs of dealmaking;
- New ways to make a difference and connect with clients seeking impact; and
- What’s next for AI and innovation.
New Luminaries awards for 2025 include individual honors for chief investment, marketing and technology officers.
For both firm and individual awards, the Luminaries have been expanded: They now include work in industry categories from asset management to ultra-high-net-worth wealth management/family offices, as well as technology platforms, products and services focused on business development, financial planning, and investment management and operations.
In addition, this year's recognition program features awards for thought leadership and education, industry innovation and disruption, achievement in marketing, and excellence in mergers and acquisitions. Plus, we are honoring outstanding CEOs, next-gen rising stars across the industry and community-focused Luminaries With Heart.
Among the firms that have been named 2025 Luminaries finalists in multiple categories for outstanding achievement are Advyzon, AssetMark, Cambridge Investment Group, CAIS, Canoe Intelligence, Envestnet, Fidelity Investments, Mercer Advisors, Orion, Raymond James, RFG Advisory, The American College of Financial Services, TradePMR, Wealthspire Advisors and Wealth.com.
For more information about ThinkAdvisor's 2025 Luminaries Awards, visit our event site.
(Credit: Chris Nicholls/Touchpoint Markets-Arc Network)
© Arc, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to TMSalesOperations@arc-network.com. For more information visit Asset & Logo Licensing.