Displaying 34 results
Firm winners named for InvestmentNews annual Innovation Awards
The fifth annual awards recognize five firms for their innovative ideologies and inventive initiatives: Orion, Vanilla, Ethic, Raymond James and Miracle Mile Advisors.
The power of conversations
By volunteering and sharing your passions, people get to talk to you and to know you, and when they know you, they are pleased to recommend you.
2020 Innovator: Mark Iwry
Brookings Institution, Nonresident Senior Fellow
2020 Innovators: Gabino Roche
Saphyre, CEO and Founder
2020 Innovator: Ed Slott
Ed Slott & Co., President and Founder
2020 Innovator: Deborah Fox
Fox Financial Planning Network, CEO and Founder
2020 Innovator: Cynthia Loh
Charles Schwab, Vice President, Digital Advice and Innovation
2020 Innovators: Catherine Berman
CNote, CEO and Co-founder
2020 Innovator: Brian Hamburger
MarketCounsel, Founder, President & CEO
2020 Innovator: Barry Ritholtz
Ritholtz Wealth Management, Founder, Chair and Chief Investment Officer
2020 Innovator: Alan Moore
XY Planning Network, CEO and Co-founder
2020 Innovator: Aaron Klein
Riskalyze, CEO and Co-founder
2020 Icon: Judson Bergman
Envestnet, Founder
Elevating wealth for women
Ellevest CEO Sallie Krawcheck goes beyond investment management and traditional financial planning to help female clients be strategic about career paths, salary negotiations and other topics that provide real value.
Innovation awards highlight Envestnet’s Bergman and reveal six firm winners
Companies changing how advice is delivered and used recognized with InvestmentNews Innovation Awards
Recognizing financial advice innovators
We welcome submissions for InvestmentNews' 2021 Icons and Innovators Awards
2020 Icons & Innovators
InvestmentNews honors the icons and innovators who have shaped and transformed the financial advice profession
On the character of icons
The sine qua non of an icon is his or her integrity and honor
Honoring innovation
Investmentnews recognizes firms' inventive concepts and tools for advisers.
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