Time to nominate advisers for exemplary community service

Make your recommendations for the Community Leadership Awards, set to include two new categories this year, by April 23.
JUL 23, 2014
By  FGabriel
With the return of spring each year, we here at InvestmentNews gain renewed faith in humanity when we begin our collaboration with the Invest in Others Charitable Foundation on the Community Leadership Awards. These awards were established eight years ago by Invest in Others to recognize and celebrate financial advisers across the country for their exemplary leadership and contribution to philanthropic efforts. The awards pay tribute to the generosity of advisers and their dedication to making the world a better place. Every year, InvestmentNews enjoys the privilege of working with Invest in Others to judge and support the Community Leadership Awards. If you know advisers who are making a difference in their communities, I urge you to share their stories by submitting a nomination form. The deadline is April 23. Nominations are being accepted in the following categories, the first two of which are new this year: The Catalyst Grant will be awarded to an adviser who has been a stimulus for positive change, and displayed entrepreneurial vision and leadership in his or her organization, for at least two years. The Lifetime Achievement Award will be given to an adviser who has an established history of distinguished service and has made a profound contribution to his or her organization. This adviser has exhibited leadership and provided inspiration, as well as gained recognition and respect from peers and the community, over a period of a decade or more, helping the organization evolve and creating a lasting impact on its future. The Community Service Award will be presented to an adviser who has made managerial contributions to a local nonprofit organization as a fundraiser, organizer, board member or other executive position. The Global Community Impact Award will be presented to an adviser who has served as a volunteer with a charity whose primary mission is to help those who live outside the United States. The Volunteer of the Year Award will be given to an adviser who has volunteered at one or more local nonprofit organizations and made a contribution considered to have had a lasting impact. Invest in Others will make a donation of $20,000 to each of the winners' designated charities. A $5,000 donation will be made to each of the finalists' charities. Visit Invest in Others to learn more about this year's Community Leadership Awards and to submit a nomination.

Latest News

JPMorgan tells fintech firms to start paying for customer data
JPMorgan tells fintech firms to start paying for customer data

The move to charge data aggregators fees totaling hundreds of millions of dollars threatens to upend business models across the industry.

FINRA snapshot shows concentration in largest firms, coastal states
FINRA snapshot shows concentration in largest firms, coastal states

The latest snapshot report reveals large firms overwhelmingly account for branches and registrants as trend of net exits from FINRA continues.

Why advisors to divorcing couples shouldn't bet on who'll stay
Why advisors to divorcing couples shouldn't bet on who'll stay

Siding with the primary contact in a marriage might make sense at first, but having both parties' interests at heart could open a better way forward.

SEC spanks closed Osaic RIA for conflicts, over-charging clients on alternatives
SEC spanks closed Osaic RIA for conflicts, over-charging clients on alternatives

With more than $13 billion in assets, American Portfolios Advisors closed last October.

William Blair taps former Raymond James executive to lead investment management business
William Blair taps former Raymond James executive to lead investment management business

Robert D. Kendall brings decades of experience, including roles at DWS Americas and a former investment unit within Morgan Stanley, as he steps into a global leadership position.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.