Advisers honored for giving back to communities

SEP 22, 2013
The extraordinary commitment of 15 financial advisers to their local and global communities shined last Thursday at the seventh annual Community Leadership Awards in New York. The awards, which include $150,000 donated to the charities that the advisers support, are sponsored by the Invest in Others Charitable Foundation and Investment- News. “Recognition of the philanthropic work that financial advisers are involved in does indeed help those involved — it raises more for important causes and encourages others to get involved,” said Bill Dwyer, chairman of Invest in Others. More than 200 nominations were received for this year's awards.

FIVE HONOREES

Five advisers and their charities were singled out as honorees for $20,000 awards: Bruce E. Fyfe of ProVise Management Group LLC in Clearwater, Fla., received the Community Service Award for the Homeless Emergency Project Inc., which provides housing and food for those in need. Mr. Fyfe and his wife raised $3.4 million to create a 32-unit complex for homeless veterans. Michael J. Swallow of CBIZ Financial Services in Cleveland was named Volunteer of the Year for helping to create the Northeast Ohio Foundation for Patriotism, which helps support military families. Chris Kittrell of Rather & Kittrell Inc. in Knoxville, Tenn., won the Volunteer Team Award for providing poor families in Huntsville, Tenn., with food, clothing and other supplies. The Global Community Impact award was given to Jessica Jones of Edward Jones in The Woodlands, Texas, for Build Your House on the Rock Ministries. Brett W. Hoge of BB&T Scott & Stringfellow in Winston-Salem, N.C., won the Mentoring Excellence Award for his work with Big Brothers Big Sisters (Winston-Salem). [email protected] Twitter: @skinnerliz

Latest News

Names of more B-Ds that sold deals of bankrupt Inspired Healthcare surface
Names of more B-Ds that sold deals of bankrupt Inspired Healthcare surface

Broker-dealers that sold the defunct securities backed by Inspired Healthcare generated more than $100 million in fees and commissions.

MetLife poll finds high-value home sales are becoming tax-planning events
MetLife poll finds high-value home sales are becoming tax-planning events

A new MetLife survey finds real estate professionals are increasingly steering clients toward tax experts as rising property values leave more sellers facing significant capital gains.

Kestra adds Raymond James recruiter to expand advisor hiring push
Kestra adds Raymond James recruiter to expand advisor hiring push

The independent broker-dealer expands its business development bench with a new recruiter and an internal promotion in the West.

Cerity Partners names Will Peng chief innovation officer
Cerity Partners names Will Peng chief innovation officer

The leading ultra-high-net-worth RIA joins other large wealth firms, including Raymond James and LPL, in creating executive roles focused on artificial intelligence strategy

SPONSORED Who builds the income when the pension disappears?

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

SPONSORED Why direct indexing stopped being optional

Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.