It’s that time again, when InvestmentNews seeks to celebrate the leaders who have transformed the financial advice profession through our Icons and Innovators Award program.
Our 2020 winners appeared in the Feb. 3 issue and included a posthumous honor to Jud Bergman as Icon and 10 Innovator awards, as well as 18 Innovative Firm finalists. It stood out as a great read for the developments every one of the honorees brought to our industry.
As we gear up for 2021’s awards, we welcome submissions for each of these segments at InvestmentNews.com/awards. The individual awards are Icon and Innovator. Nominees for Icon should have made a lasting impact on the industry. An Innovator has created change for the financial advice community via conception of a new tool or idea that the industry didn’t know it needed.
At the firm level, we accept nominees for five awards: Investing Solutions, Retirement Solutions, Education Materials, Practice Management and Adviser Fintech. Each of these awards will go to a group that has demonstrated innovative products, services and platforms within these spheres.
We kicked off this program in 2016, and the lineup of financial advice luminaries that have walked away with these awards represent a true who’s who in the industry.
We look forward to the nominations for 2021 and honoring the invaluable contributions they have made.
The advisors on the move include two brothers leading a family practice in Connecticut, and a husband-and-wife tandem working with business owners in the West Coast.
Business owners and their heirs may be making assumptions instead of having conversations, creating challenges for succession planning, according to new research.
The Kansas-based mega-RIA is giving clients access to dedicated care coaches as new surveys show caregiving duties are straining Americans' finances.
Aspen's affiliated RIAs now manage $15 billion after the New York-based platform added Kalamazoo-based CWS Financial Advisors.
The Chicago-based mega-RIA's latest additions, spanning six office locations and over 40 team members, pushes its W-2 platform assets to roughly $35 billion.
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
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.
