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.
A private partnership, Edward Jones is a giant in the retail brokerage industry with more than 20,000 financial advisors.
Meanwhile, Raymond James and Tritonpoint Partners separately welcomed father-son teams, including a breakaway from UBS in Missouri.
Paul Atkins has asked staff to solicit public comment on novel ETFs, pausing the clock on as many as 24 filings linked to the booming event contracts market.
From 401(k)s to retail funds, Deloitte sees private equity and credit crossing into mainstream investing on two fronts at once.
Big-name defections from Morgan Stanley, UBS, and Merrill Lynch headline a busy two weeks of recruiting for the wirehouse.
Wellington explores how multi strategy hedge funds may enhance diversification
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
