Displaying 12 results
‘I want to be a catalyst for change’
InvestmentNews Awards 2024, Advisor of the Year (Regional - Southeast): Stanley Funches, INTELUS Wealth Management.
InvestmentNews Awards 2024 Excellence Awardees
Full rundown of all the finalists ahead of the inaugural InvestmentNews Awards on June 20.
We’re a beacon of trust in our community, finalist says
InvestmentNews Awards 2024, Advisor of the Year (Midwest region): Travis Sholin, Keystone Financial Services.
‘Assets are a tool to bring clients joy’
InvestmentNews Awards 2024, Advisor of the Year (Regional - Northeast): Lawrence (Larry) Sprung, Mitlin Financial Inc.
Past mistakes made me more effective, says finalist
InvestmentNews Awards 2024, Advisor of the Year (Regional - Southeast): Tom West, Signature Estate & Investment Advisors.
Former RBC advisor focuses on ‘expanding access for everyone’
InvestmentNews Awards 2024, Advisor of the Year (Regional - Northeast): Zack Hubbard, Greenspring Advisors.
Osaic chair is ‘raising the stats’ for women advisors
InvestmentNews Awards 2024, Advisor of the Year (Regional - Northeast): Christina Nash, Knox Grove Financial.
Why multi-generational planning can be a double-edged sword
InvestmentNews Awards 2024, Advisor of the Year (Regional - Southeast): Kirk Klein, Koss Olinger.
Why trust is at the core of financial planning
InvestmentNews Awards 2024, Advisor of the Year – Alternative Investments: Joseph Spada, Summit Financial.
‘Altruistic relationship’ with clients key to advisor’s success
InvestmentNews Awards 2024, Advisor of the Year (Midwest region): MaryAnn Pietromonaco, Morgan Stanley.
A leader who understands the value of mentorship
InvestmentNews Awards 2024, Advisor of the Year (Northeast region): Zach Gering, Wealthspire Advisors.
Advisor propelled by social media ‘superpower’
InvestmentNews Awards 2024, Advisor of the Year (Midwest region): Sam Huzczo, SGH Wealth Management.
