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Icons & Innovators

Displaying 34 results

Topic
  • News
  • November 18, 2021

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.

Topic

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.

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2020 Innovator: Mark Iwry

Brookings Institution, Nonresident Senior Fellow

Topic

2020 Innovators: Gabino Roche

Saphyre, CEO and Founder

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2020 Innovator: Ed Slott

Ed Slott & Co., President and Founder

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2020 Innovator: Deborah Fox

Fox Financial Planning Network, CEO and Founder

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2020 Innovator: Cynthia Loh

Charles Schwab, Vice President, Digital Advice and Innovation

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2020 Innovators: Catherine Berman

CNote, CEO and Co-founder

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2020 Innovator: Brian Hamburger

MarketCounsel, Founder, President & CEO

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2020 Innovator: Barry Ritholtz

Ritholtz Wealth Management, Founder, Chair and Chief Investment Officer

Topic

2020 Innovator: Alan Moore

XY Planning Network, CEO and Co-founder

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2020 Innovator: Aaron Klein

Riskalyze, CEO and Co-founder

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2020 Icon: Judson Bergman

Envestnet, Founder

Topic

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.

Topic
  • News
  • December 9, 2020

Innovation awards highlight Envestnet’s Bergman and reveal six firm winners

Companies changing how advice is delivered and used recognized with InvestmentNews Innovation Awards

Topic

Recognizing financial advice innovators

We welcome submissions for InvestmentNews' 2021 Icons and Innovators Awards

Topic

2020 Icons & Innovators

InvestmentNews honors the icons and innovators who have shaped and transformed the financial advice profession

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On the character of icons

The sine qua non of an icon is his or her integrity and honor

Topic

Honoring innovation

Investmentnews recognizes firms' inventive concepts and tools for advisers.