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.
Elsewhere, Wells Fargo Advisors adds a $400 million Morgan Stanley veteran in Naples as an ex-Cetera advisor goes independent with LPL
According to a federal charges Bradley Heppner, 60, received more than $150 million in payments through funneling money from GWG Holdings to a shell company.
A $1B fund allegedly skimmed 30% off the top, then swapped cash for locked-up stock.
Insiders allegedly rewrote projections three times in four days.
TCI Wealth Advisors also has also tapped JIFFYAI to unify onboarding and servicing, while TradePMR adds ICE market data to its Fusion advisor platform
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
