RIA INTEL AWARDS
Finalist Hot Takes:
Opportunities and Risks
In the lead-up to the RIA Intel Awards, we asked four finalists from various corners of the industry for their thoughts on the greatest risk and opportunities facing wealth managers in the coming year.
Nominee Name and Firm
Video Hed: 2023 Looks Like Another Crazy Year!
Award nominated for
CLOSE
CLOSE
CLOSE
View
Video Head
Video dek would go here.
Award nominated for
Nominee Name and Firm
View
Future cash flows at investible companies are enhanced by things that don’t show up on a balance sheet, such as culture, brand, and leadership. Here’s how to identify them.
Creating a Discipline for Creative Investing
A Disciplined Process
Episode 3
CLOSE
After surging more than 132 percent in 2020, the CAS Investment Partners hedge fund has been one of the worst performers through May.
Challenges Lead to Rewarding Opportunities, and Crypto is
No Exception
Along with Jack Ablin’s personal nomination, $27 billion AUM Cresset is also an RIA Intel Awards Nominee for the Most Innovative Firm of the Year.
Jack Ablin
Cresset Asset Management
CIO of the Year
Government incentives for renewables, EVs, and even electric appliances are laying the groundwork for a move away from fossil fuels, but resource and supply-chain issues remain.
Despite Challenges, the Green Economy Has
the Wind at Its Back
Peter Krull
Earth Equity Advisors
ESG Advocate of the Year
25 years after its founding, the University of Akron’s Financial Planning Program has helped hundreds of financial advisors enter the industry.
Increasing Financial Awareness Creates Opportunities and Risks
Barry Mulholland
University of Akron
Industry Advocate of the Year
Increased demand for a broad range of client services has helped growth, but that growth makes it harder to maintain the small, collegial culture that many clients prefer.
Fixed-Fee Arrangements Help Clients Weather a Down Market
Jon Chambers
SageView Advisory Group
Advisor of the Year
The inaugural RIA Intel Awards are a celebration of financial advisors,
wealth management firms, and industry leaders.
Winners will be announced on RIAIntel.com September 14, 2022 and
will be honored in person at upcoming RIA Institute Forums.