Event Brought Together Advisors From Sanctuary’s New Enterprise Partner Program, Providing a Forum to Focus on Building Wealth for the Future and Elevating the Client Experience
Firm Also Announced the Launch of a Digital Asset Program During the Event
INDIANAPOLIS, Feb. 27, 2025 /PRNewswire/ — Sanctuary Wealth (Sanctuary), providing elite financial advisors the freedom, flexibility, control and choice to thrive in an evolving industry, announced the successful conclusion of its Investment Management Symposium held February 24 – 26, 2025, at the Omni Frisco at the Star in Frisco, Texas. The second annual event welcomed over 275 attendees and included keynote speakers, breakout sessions and networking opportunities for Sanctuary’s partner firms.
The Symposium further underscores Sanctuary’s unwavering commitment to delivering strategic insights to advisors, knowledge of product solutions and training on the firm’s many value-added tools. The event’s theme, “Expand Your Horizons: Building Wealth for the Future,” aimed to inspire advisors to think beyond traditional approaches, highlight diverse leadership across the industry and address the multifaceted demands of clients in this new era.
Participants discussed succession planning, private markets and sustainable investing and took home actionable insights to help them thrive amid the complexity of the many challenges facing the industry, including the Great Generational Wealth Transfer.
“The goal of IMS is to help advisors excel in today’s dynamic industry,” said Robert Walter, President of Sanctuary. “As we navigate the evolving landscape of wealth management, it’s clear that our strategies must focus on simplifying complexity and driving scalable growth. The future lies in customization, education, and seizing emerging opportunities to better serve our clients. It was more than just an educational event; it was a chance for advisors to discover solutions and technologies that they will take back to their practices to drive success.”
Spotlight on IMS Agenda
IMS was powered by Sanctuary’s Strategic Alliance Partners, which brought attendees valuable content and shined a light on the firm’s latest investment management solutions. The agenda included several opportunities for advisors to hear from thought leaders about the future of the quickly evolving wealth management industry.
A few of the highlights:
A discussion with Ainslie Simmonds of BNY Pershing X and Jenny Johnson of Franklin Templeton, two of the most forward-looking women executives in the industry. Each helped advisors understand the shifting economic outlook.
A robust panel conversation with CIOs and advisors on emerging issues.
Forward-thinking perspectives from Sanctuary Wealth’s Chief Investment Strategist Mary Ann Bartels, who shared her market outlook, emphasizing that innovation is the new gold and how technology is reshaping the investment landscape, with the U.S. leading the charge.
During the event, Sanctuary also launched its digital asset platform. This new platform provides Partner Firms with access to several well-vetted digital assets to help advisors address the growing demand for these investment opportunities.
Enterprise Partner Program Participants Attend IMS
Many advisors participating in the inaugural class of the firm’s unique Enterprise Partner Program attended IMS. The Enterprise Partner Program includes educational curriculum that prepares partner firms to make the progression from running their own business to building an enterprise through targeted M&A activities.
When advisors complete this rigorous program, they will earn their Enterprise Partner accreditation and be incredibly well-positioned to attract and secure meaningful inorganic growth opportunities. Thanks to being able to access capital through Sanctuary’s complementary Strategic Capital Partnership, these accredited advisors will be able to execute M&A deals more easily, helping them to compete with some of the largest enterprises in the industry.
As a result, the graduates of this Sanctuary-sponsored program can drive meaningful growth, enhance services for clients and achieve their professional goals of developing a lasting independent wealth management enterprise.
Members of the Enterprise Partner Program who gathered at this year’s IMS enjoyed an extended, dedicated in-person meeting where they spent time with subject matter experts sharing ideas and best practices on inorganic growth.
“After another successful conference, I’m inspired by the growth of our partner firms and the innovation from our strategic alliance partners,” said Adam Malamed, CEO of Sanctuary Wealth. “At Sanctuary, we’re focused on driving innovation for a brighter future. IMS is a powerful platform for investment professionals to connect, collaborate, and gain actionable ideas that enhance client service and drive business success.”
About Sanctuary WealthSanctuary Wealth (sanctuarywealth.com) is the advanced platform for elite advisors with the entrepreneurial spirit to build, own and create lasting equity in their practices while delivering clients the tailored service they deserve. It is committed to providing partner firms with unequaled freedom, flexibility, control and choice through an ecosystem of partnered independence that offers a complete technology and operations platform, support from a community of like-minded advisors and the resources of invaluable affiliated businesses. Sanctuary Wealth and its tru Independence brand offers partner firms multiple affiliation models to best serve their unique needs.
Currently, the Sanctuary Wealth network includes more than 120 partner firms in 30 states nationwide, with approximately $50 billion in assets on platform. Sanctuary Wealth consists of the wholly owned subsidiaries: tru Independence and Sanctuary Advisors LLC, SEC-registered investment advisers, Sanctuary Securities, Inc., a FINRA member broker-dealer, as well as Sanctuary Alternative Holdings, Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global, and Sanctuary Global Family Office.
Media ContactsDonald Cutler or Joseph Kuo
Haven Tower Group
424-317-4864 or 424 317 4851
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SOURCE Sanctuary Wealth
