Displaying 47 results
‘Nominate women who are leading well and impacting lives’
The deadline for the Women to Watch Awards is closing in. Nominate quickly!
Hollywood hits Park Avenue: InvestmentNews Award winners dish on big night in NYC
Award winners from wealth management's biggest evening recount their experiences and explain what helped them to victory.
Revealed: 2024 InvestmentNews Awards winners
Find out who took home the top prizes at the inaugural, red carpet, Hollywood-themed gala.
The thrill of entrepreneurship is ‘wildly rewarding’
InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Robert Sechan, NewEdge Wealth.
Osaic CEO says going RIA fueled his passion for advice
InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Jamie Price, Osaic.
‘The best job on K Street’ for CFP Board CEO
InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Kevin Keller, CFP Board.
‘Empower, execute, respect and create’
InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Laura Prieskorn, Jackson Financial.
Learning leads to success for Thrivent CEO
InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Terry Rasmussen, Thrivent
‘I’m playing to change the industry,’ says fintech CEO
InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Matt Brown, CAIS.
Young tech professionals propel advisor’s book
InvestmentNews Awards 2024, Advisor of the Year (Western region): Rick Blanke, Blanke Schein Wealth Management (Hightower).
Don’t lose touch of staying client focused, says Mercer CEO
InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Dave Welling, Mercer Advisors.
Personal purpose drives Park Avenue Securities
InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Marianne Caswell, Park Avenue Securities
An amazing opportunity to change millions of households, CEO says
InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Amy Webber, Cambridge Investment Group, Inc.
From rags to riches to awards finalist: Dynasty CEO
InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Shirl Penney, Dynasty Financial Partners
A philosophical lesson in servant leadership
InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: George Nichols III, American College of Financial Services.
Creative Planning CEO is ‘staying ahead’ of the industry
InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Peter Mallouk, Creative Planning.
Adapt and adjust to evolving emotions and beliefs
InvestmentNews Awards 2024, Advisor of the Year (Western region): Chris Giovinazzo, Accelerate Retirement.
‘An immense responsibility to serve others’
InvestmentNews Awards 2024, Advisor of the Year (Regional - Southwest): Matthew Walker, Fortitude Family Office.
Finalist works to achieve a work-optional lifestyle for clients
InvestmentNews Awards 2024, Advisor of the Year (Western region): Cody Klein, SageView Advisory Group.
Excellence Awardee impacts people in ‘big, hairy, audacious ways’
InvestmentNews Awards 2024, Advisor of the Year (Regional - Southwest): Jimmy Williams, Compass Capital Management.
