Announcements

  • NAPFA Award Nominations are Now Open

    Do you have a colleague you want to recognize for their impact on the financial planning profession over the past year? Acknowledge their commitment and service by nominating them for a 2020 NAPFA Award by March 6, 2020.

    If someone you know merits special recognition, submit your nomination by March 6.

    Please visit the NAPFA website for more information on the specific criteria for each award and a list of past recipients. If you have any questions, please contact Mardi Lee.

  • Invest in Others Charitable Champions List

    Since 2015, Invest in Others has acknowledged the importance of encouraging philanthropy at a firm-wide level through our Corporate Philanthropy Award, which was presented annually at the Invest in Others Awards Gala. Inspired by a growing interest in this award category from advisory firms, they have decided to develop a more robust corporate recognition program to enable IiO to spotlight more of these firms than ever before.

    Invest in Others’ Charitable Champions List recognizes financial advisory firms that give back to their communities by promoting a culture of philanthropy amongst their financial advisors and employees. Submissions will be evaluated blindly based on criteria including incentives, contribution, impact, and inspiration.

    Not only is this a chance to share your good works, but if recognized by IiO, this is an incredible opportunity to bring credibility to your philanthropic programs through peer recognition, help improve employee morale, and also serve as a talking point with clients and prospective new hires.

    Applications are due Nov. 1 and the list will be distributed through InvestmentNews and Barron’s in December at the height of the “giving season.”