Adhesion Wealth Nominated for Top Industry Award

Exciting news! Adhesion has been nominated for Money Management Institute’s prestigious “Advisor Solutions Service Provider of the Year” Award for the second year in a row.  It’s awarded to the service provider that best contributed to the innovation, growth, and long-term sustainability of the advisory solutions industry.

Barrett Ayers, our Chief Solutions Officer, on the nomination: “We are proud and tremendously humbled to be nominated in this category, particularly as voters consist of a wide swath of participants, including partners, clients and, in some cases, competitors – all engaged in delivering advice and investment solutions.  Just as humbling are the entries that emphasize Adhesion’s dedication and focus on the RIA space, our service-oriented culture as well as our ability to innovate – all of which enables our advisors to better serve the needs of their clients.  It further underscores that our peers recognize and appreciate our mission to deliver innovative and flexible solution to investment advisors.”

Check out a sample of what the nominators had to say:

“Adhesion Wealth has enabled RIA firms like ours to outsource trading, data reconciliation, reporting and client billing so that we can focus on servicing our clients.”

“Their unique focus on this industry and commitment to focusing on the needs of the advisor, as well as partnerships with custody providers, is well-recognized in the industry.”

“Adhesion is an innovative firm dedicated to the growth and support of the registered investment advisor community.”

“The firm’s many new client signings this year should be evidence that they are successfully managing rapid growth while promoting innovation.”

This is a validation that RIAs are recognizing the need for a superior turnkey solution that allows them to leverage their Alpha towards client-facing activities.  Adhesion offers the best of the best in terms of an all-in-one outsourcing platform, and we are extremely proud to be up for this award in 2014.

Share Button

Leave a Reply

Your email address will not be published. Required fields are marked *