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.
The "Crypto Mom" departure would leave the SEC commission with just two members and no Democratic commissioners on the panel.
IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.
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.
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.
As more active strategies get packaged into the ETF wrapper, advisors and investors have to look beyond expense ratios as the benchmark for value.
Wellington explores how multi strategy hedge funds may enhance diversification
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