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.
Wealth Consulting Group, Coastline and Maridea report fresh capital, acquisitions and asset growth as advisor M&A keeps climbing
Carson Group's Dani Fava, Jason Pereira of Woodgate Financial, and Sally George of Convergency Partners led the raise as the growth-tech startup builds out its AI platform and leadership bench.
New teams from William Blair, Ameriprise and UBS bring more than $560 million in combined client assets to the firm's employee and independent channels.
Regulators this year approved UBS Bank USA’s conversion to a nationally chartered bank.
How a subprime lender’s car-loan bonds allegedly unraveled before bankruptcy.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
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
