Five advisers honored by Invest in Others Foundation

Five advisers honored by Invest in Others Foundation
The foundation, which recognizes the community-minded efforts of financial advisers, will donate a total of $275,000 to the charities with which the honoree volunteers work.
SEP 30, 2022

Five financial advisers have been honored by The Invest in Others Charitable Foundation for their volunteer work. The group recognizes the community-minded efforts of financial advisers.

Alana Scott of Lattig Scott Wealth Management in Modesto, California, won the group’s Catalyst Award for her work with the Women’s Education and Leadership League. Dave Weeks of Weeks Financial Group in Naperville, Illinois, was honored with the Community Service Award for his work with Naperville Elderly Homes. Aron Weingard of Weingard Wealth Management of Raymond James in New York City was honored with the Emerging Impact Award for his work with Experience Camps for Grieving Children, and Susan Youngsman of LPL Financial in Lynnwood, Washington, was given the Volunteer of the Year Award for her work with Summer Search Seattle. Invest in Others donated $50,000 to each honoree’s designated charity.

Gail Perry-Mason of Oppenheimer & Co. in Grosse Pointe Farms, Michigan, was honored with the group’s Lifetime Achievement Award for her work with Detroit Impact / Money Matters for Youth, which received $75,000 from Invest in Others.

The awards were presented in Boston Thursday at the group’s 16th annual gala.

'IN the Nasdaq' with Joel Schiffman, head of intermediary distribution in North America at Schroders

Latest News

SEC to lose Hester Peirce, deepening a commissioner crisis
SEC to lose Hester Peirce, deepening a commissioner crisis

The "Crypto Mom" departure would leave the SEC commission with just two members and no Democratic commissioners on the panel.

Florida B-D, RIA owner pitches bold long-term plan to sell to advisors
Florida B-D, RIA owner pitches bold long-term plan to sell to advisors

IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.

Fintech bytes: Vanilla, Wealth.com forge new estate planning partnerships
Fintech bytes: Vanilla, Wealth.com forge new estate planning partnerships

Meanwhile, a Osaic and Envestnet ink a new adaptive wealthtech partnership to better support the firm's 10,000-plus advisors, and RIA-focused VastAdvisor unveils native integrations with leading CRMs.

Fiduciary failure: Ex-advisor who sold practice fined after clients lost millions
Fiduciary failure: Ex-advisor who sold practice fined after clients lost millions

A former Alabama investment advisor and ex-Kestra rep has been permanently barred and penalized after clients he promised to protect got caught in a $2.6 million fraud.

Why the evolution of ETFs is changing the due diligence equation
Why the evolution of ETFs is changing the due diligence equation

As more active strategies get packaged into the ETF wrapper, advisors and investors have to look beyond expense ratios as the benchmark for value.

SPONSORED Are hedge funds the missing ingredient?

Wellington explores how multi strategy hedge funds may enhance diversification

SPONSORED Beyond wealth management: Why the future of advice is becoming more human

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