RIA INTEL AWARDS
Finalist Hot Takes:
The Most Important Trends in the
Coming Year
In the lead-up to the RIA Intel Awards, we asked four finalists to
share their thoughts on some of the trends they believe will affect the
industry in the near future.
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.
In an Uncertain Environment, RIAs Must Diversify
Finding new ways to put money to work for the client — including private equity — is keeping advisors busy.
Lauren Oschman
Vestia Personal Wealth Advisors
Advisor of the Year
Firms are taking a long look at how they can achieve actual growth — without the support of a soaring stock market.
Growth Was Easy During the Bull Market. Now Comes the Hard Part.
Jeff Pierce
Wipfli Financial Advisors
RIA of the Year, More Than $1 Billion AUM
According to Envestnet, allocators who invest at least 10 percent of their assets in sustainable investments experience lower outflows and higher inflows.
Sustainable Investing Continues to Shine, Even Under Difficult Market Conditions
Kiley Miller
Envestnet
ESG Advocate of the Year
When it comes to both investing and the investor experience, “one size fits all” is quickly becoming a thing of the past.
Customization Will Be the Key to Success in the Coming Decade
Mark Gochnour
Dimensional Fund Advisors
Asset Manager 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.