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

Employees tapping retirement funds amid financial strain, led by Gen Zs
Employees tapping retirement funds amid financial strain, led by Gen Zs

Report highlights lack of options for those faced with emergency expenses.

LPL Financial on target to retain 90% of Commonwealth financial advisors, Wolfe Research analyst says
LPL Financial on target to retain 90% of Commonwealth financial advisors, Wolfe Research analyst says

However, Raymond James has had success recruiting Commonwealth advisors.

Culture x capital: A new frontier for RIAs & UHNW clients
Culture x capital: A new frontier for RIAs & UHNW clients

In a saturated market of PE secondaries and repackaged alts, cultural assets stand out as an underutilized, experiential, and increasingly monetizable class of wealth.

Elon Musk's DOGE compromised critical Social Security data, whistleblower claims
Elon Musk's DOGE compromised critical Social Security data, whistleblower claims

A complaint by the Social Security Administration's chief data officer alleges numbers, names, and other sensitive information were handled in a way that creates "enormous vulnerabilities."

Hedge funds win review of SEC’s short sale disclosure rule
Hedge funds win review of SEC’s short sale disclosure rule

The New Orleans-based 5th Circuit has sided the industry groups arguing the commission's short-selling rules exceeded its authority.

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.