Another year, another awards show! InvestmentNews proudly presents the launch of our inaugural InvestmentNews Awards, and nominations for the top awards are now open.
The InvestmentNews Awards will attract financial planning and wealth professionals from all over the country in June to highlight the success of individuals who elevate their work, their reputation and the industry. We encourage you to participate by nominating yourself, colleagues, or organization in a variety of categories.
Catherine Avery, founder and CEO of CAIM and finalist in the Portfolio Manager of the Year category of the Women to Watch Awards in 2023, said she had recently moved to Florida when she was nominated and finds that she's still receiving publicity from her nomination.
“There's a magazine down here called Scene where they can do a whole two-page spread and they’ll come in, they'll write about me and my firm, and it'll be good to have that in there as well,” Avery says. “I have to do a lot of my own marketing … and it helps you kind of toot your own horn without being in somebody's face. I'm just not like that.”
Avery added that the marketing she receives helps her attract not only new clients but also new female financial advisors in the Florida area as well.
“In the same way that I was impacted from a nomination perspective, I hope it brings visibility,” says Dana Wilson, founder and CEO of CHIP, who was also a finalist at the Women to Watch Awards in the Trailblazer of the Year category. “Not just to them and what they're doing as far as their career, but any missions or higher achievements that they're working on.”
Sponsored by InvestmentNews and organized by its parent company, Key Media, the InvestmentNews Awards will take place Thursday, June 20, at 583 Park Avenue, New York. The itinerary for the evening includes a pre-awards cocktail reception, awards ceremony, dinner banquet and a post-party celebration.
In the individual section, categories include Advisor of the Year, CEO of the Year, and DEI Trailblazer of the Year, while the organizational section includes RIA Team of the Year (10 advisors or more), RIA Team of the Year (under 10 advisors), Employer of Choice, and Asset Manager of the Year. Click here for a full rundown of the 17 awards categories.
Winners will be selected by an independent judging panel. Details of the methodology can be found here.
“I've always done this because I love what I do and I'm passionate about what I do. So nothing else really mattered to me. I never thought I'd ever be publicly rewarded or made aware for what I do,” Avery said, recalling her feelings upon being nominated. “It was very exciting.”
Wilson herself says she plans to nominate a few colleagues for the awards. “There's a lot of great people in this industry, some, who are very well known and some, I think, who are long overdue for recognition in a lot of spaces.”
Nominations for the InvestmentNews Awards close March 1. Stay tuned for the list of finalists, which will be revealed shortly after the deadline.
Also, Orion has added BlackRock, Fidelity, and Vanguard to its custom portfolios suite, and RedBlack has set up a new headquarters after crossing a trillion-dollar milestone.
Also, New York-based Legacy Edge Advisors names its first-ever CEO, while Novare Capital Management hires a Vanguard veteran with a multigenerational planning focus.
Asset managers are racing to bring private market products to retirement plans, but cost and liquidity concerns linger.
Treasury's latest tax-exemption crackdown on private schools lands in the wake of a separate push to restrict refundable credits for some immigrant filers.
Workforce trust measures predicted which companies came out ahead during COVID-19. The same dynamic may now be playing out across the AI transition — and the data suggests the spread could be just as wide.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
