RIA INTEL AWARDS
Finalist Hot Takes:
What key issues are not getting
enough attention?
In the lead-up to the RIA Intel Awards, we asked four finalists to share
their thoughts on which market or industry issues they feel are being overlooked.
Nominee Name and Firm
Video Hed: 2023 Looks Like Another Crazy Year!
Award nominated for
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Award nominated for
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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.
Who Will Prepare a New Generation to Take the Asset Management Reins?
For such a vital industry, organized outreach to young professionals is sorely lacking.
Lori Van Dusen
LVW Advisors
CEO of the Year
For the industry to grow, the issues that prompt many women to seek out other fields need to be addressed.
Attracting Women to Financial Planning Careers Remains a Problem
Teresa Bailey
Waddell & Associates
Advisor of the Year
Investor concern is trickling down to the professionals trying to help them. But who helps the helpers?
As Clients Struggle with a Volatile Market, Advisors Also Feel the Heat
Brian Portnoy
Shaping Wealth
Client Advocate of the Year
A new push toward deglobalization could threaten corporate profits in the coming years.
The Quarter-Century Race Toward Globalization Could Be Ending
Stephanie Lang
Homrich Berg Wealth Management
CIO 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.