Honoring the firms with the best practices

First annual best practices awards recognizes 24 advisory practices.
SEP 24, 2013
InvestmentNews today announced the winners of the first annual Best Practices awards, acknowledging 24 advisory firms in two categories, human capital management and technology. Award winners were honored at a best practices workshop in Chicago. The awards were given based on results from the InvestmentNews Compensation and Staffing Study, as well as personal interviews. The winners are as follows: Human Capital Management, Industry Innovators: Balasa Dinverno Foltz LLC, Itasca, Ill., bdfllc.com Briaud Financial Advisors, College Station, Texas, briaud.com Fish & Associates, Memphis, Tenn., fishandassociates.com JMG Financial Group Ltd., Oak Brook, Ill., jmgfinancial.com JVL Associates LLC, Wyoming, Mich., jvlassociates.com Singer Xenos Wealth Management, Coral Gables, Fla., singerxenos.com Human Capital Management, Top-Performing firms: Johnson Carriar Kruchten Anderson & Associates, Saint Cloud, Minn., ameripriseadvisors.com Pinnacle Advisory Group Inc., Columbia, Md., pinnacleadvisory.com Rinvelt & David LLC, Grand Rapids, Mich., rinveltdavid.com Roof Advisory Group Inc., Harrisburg, Pa., roofadvisory.com Vintage Financial Services LLC, Ann Arbor, Mich., vintagefs.com Willow Street Advisors LLC, Naples, Fla., willowstreetadvisors.com Overall Use of Technology, Industry Innovators: Empirical Wealth Management, Seattle, empirical.net Financial Plan Inc., Bellingham, Wash., financialplaninc.com Joseph Barry Co. LLC, New Bedford, Mass., josephbarry.com Searcy Financial Services Inc., Overland Park, Kan., searcyfinancial.com Strategic Capital Allocation Group LLC, Boston, scagrp.com The Arkansas Financial Group Inc., Little Rock, Ark., arfinancial.com Overall Use of Technology, Top-Performing Firms: Bedrock Capital Management Inc., Los Altos, Calif., bedrockcapital.com Budros Ruhlin & Roe Inc., Columbus, Ohio, b-r-r.com Evensky & Katz LLC, Coral Gables, Fla., evensky.com Roof Advisory Group Inc., Harrisburg, Pa., roofadvisory.com Shelton Financial Group Inc., Fort Wayne, Ind., sheltonfinancial.com Yellow Brick Road Financial Advisors LLC, San Francisco, ybrfinancialadvisors.com

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