<i>InvestmentNews</i>’ awards programs
Honor the philanthropic spirit of financial advisers and of researchers and institutions that provide the most helpful contributions to advisers regarding retirement planning.
Correction
An article about Credit Suisse/Tremont hedge fund indexes revising performance data did not include a correct comparison of indexes.
Spotlight on Patricia Barrett
In this week's Spotlight on meet a certified divorce financial analyst who's been a top-ranked Scrabble champ.
Spotlight on Rick VanDerNoord
When his workday is done, CFP Rick VanDerNoord heads home to the family farm.
Spotlight on Holly Hunter
CFP Holly Hunter has an emphatic message for clients: Money won’t buy happiness.
RIIA to present awards at annual meeting
The Retirement Income Industry Association will honor advertising groups and academics at its annual dinner.
Accept no substitutes, warns SEC
The Securities and Exchange Commission today alerted financial firms that several unknown individuals have attempted to impersonate SEC staffers when calling.
Seeking a few good philanthropists
Do you know a financial adviser who is committed to improving their community? InvestmentNews would like to honor them.
Spotlight on David Young
Before he was a financial planner, David Young was a pastor in the Episcopal Church. Read about how Mr. Young weaves his spirituality into his business and how his personal life mission affects his work with clients in this week’s Spotlight on.
Spotlight on Kerstin Eriksson-Splawn
In this week’s Spotlight on Kerstin Eriksson-Splawn a CFP and principal of Wealth By Design LLC in Saratoga, California, talks about coming to America and how her far-flung contacts enrich her life.