Displaying 22 results
InvestmentNews Awards excellence awardees revealed
The inaugural awards night on June 20 will celebrate the industry's best and brightest. Did you make the list?
Introducing the inaugural InvestmentNews Awards
Excellence demands recognition – celebrating the industry’s best and brightest.
Last call for votes: 5-Star Fund Providers and 5-Star Research Platforms
InvestmentNews’ inaugural 5-Star Fund Providers and 5-Star Research Platforms is closing this Friday.
Fastest-Growing Fee-Only RIAs 2023 winners revealed
InvestmentNews celebrates 75 firms that have attracted significant assets since July 2020.
Fund providers and investment research platforms in the spotlight
InvestmentNews invites readers to participate in the search for the best fund providers and investment research platforms.
Introducing the 2021 Excellence in Diversity, Equity & Inclusion honorees
InvestmentNews is proud to present our fourth annual Excellence in Diversity, Equity and Inclusion Award individual winners and firm finalists. The 15 individuals and 16 firms are superstars when it comes to boosting awareness of the need and the importance of creating a more diverse financial advice profession.
Outstanding Practices: RBC Wealth Management – U.S.
Five years ago, a new leadership team decided to focus on recruiting and retaining diverse employees and supporting diverse communities. The firm concentrated on two areas: increasing the number of women financial advisers and increasing racial and ethnic diversity.
See It Be It Role Model: Dana Wilson
Wilson founded CHIP, which stands for Changing How Individuals Prosper, as a judgment-free, welcoming space that encourages people of color to find financial advisers who look like them.
Rising Star: Juan Carlos Bastida
The Merrill Lynch adviser is actively involved in the LGBTQ+ community in the Fort Lauderdale, Florida, area and was one of just eight advisers nationally to be nominated to Merrill’s Advisory Council to Management, which provides input on ways to help advisers be more successful.
Diversity Champions: Financial Alliance for Racial Equity
Seven financial and insurance firms work with six historically Black colleges and universities to provide resources, training and connections to Black students in this group formed by Nationwide Financial in 2020.
See It Be It Role Model: Jason Howell
Howell’s eponymous RIA in Virginia is one of the relatively few in the nation owned by a person of color. And he’s trying to have his firm make a difference by working with Treasury Department programs that help encourage investments in neighborhoods that lack access to financing.
Diversity Champions: Natixis Investment Managers
The events of 2020 led Natixis to implement several new initiatives, including creating a social justice matching-gift program, supporting the global expansion of MADE, the firm’s Boston-based group supporting racial and ethnic diversity, and incorporating shared values-based leadership training.
Rising Star: Camille York
A financial adviser at Raymond James, York focuses on financial literacy and partners with another young adviser to hold education sessions for minority and women’s groups.
Outstanding Practices: Arnerich Massena
The Portland, Oregon-based firm’s internal initiatives include firm-wide training and professionally facilitated conversations among employees; a robust library of educational materials; and a channel on its internal network for sharing recommendations about films, books, recipes and cultural experiences.
Rising Star: Joanna Jin
In her role as global chief of staff in Goldman’s new consumer and wealth management division, Jin is working to build a digital bank that helps people across underserved backgrounds achieve their financial goals.
See It Be It Role Model: Gerald Tamparong
The managing director at Miracle Mile Advisors is passionate about giving back and sits on the boards of several charities, where he develops innovative ways for them to maximize their funds.
The 2020 Alexandra Armstrong Award winner is Mellody Hobson
The co-CEO and president at Ariel Investments is a relentless advocate for equality
Introducing the 2020 Women to Watch
Meet 23 female leaders advancing the financial advice business
Adviser recognized for 25 years of dedicated support for students
Invest in Others Charitable Foundation named Lynn Chen-Zhang of Zhang Financial its 2020 Lifetime Achievement award winner
Finalists announced for 12th annual Invest in Others Awards
Fifteen advisers and six companies have been named finalists for their work with nonprofits.
- 1
- 2
