RIA INTEL AWARDS
Finalist Hot Takes:
Business Challenges in the Coming Year
In the lead-up to the RIA Intel Awards, we asked four finalists from various
corners of the industry for their thoughts on the challenges facing
their firms in 2022 and 2023.
Nominee Name and Firm
Video Hed: 2023 Looks Like Another Crazy Year!
Award nominated for
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Award nominated for
Nominee Name and Firm
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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
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After surging more than 132 percent in 2020, the CAS Investment Partners hedge fund has been one of the worst performers through May.
Firms Struggle to Adapt to
the New, Post-Pandemic
World of Work
Along with higher costs and significant competition for labor, maintaining a firm’s former workplace culture with its employees no longer in one place can be a daunting task.
Shannon Saccocia
SVB Private
CIO of the Year
YourStake is working with firms to help them understand the changing regulatory landscape and how to talk to their clients about those changes.
As ESG Grows, Many Advisors Still Need Help With Compliance Issues
Gabe Rissman
YourStake
ESG Advocate of the Year
Wealth management has undergone drastic technological changes over the last decade, but Rick Kent thinks those changes will pale in comparison to the innovations coming in the next five or ten years.
Advisors and Firms Need to Embrace Technology or Be
Left Behind
Rick Kent
Merit Financial Advisors
CEO of the Year
The issues that ESG addresses are both financially material and increasingly relevant to asset pricing, but the current polarized atmosphere must be defused for progress to be made.
The Politicization of ESG Threatens to Overshadow the Real Issues
Justina Lai
Wetherby Asset Management
ESG Advocate 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.