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Targeted platforms present a clearer picture of client assets and can drive AUM and growth.
A diverse group of standouts and rising stars represent an industry evolving to better meet the needs of clients.
“Teams want leaders and advisors to treat them like people, not transactions,” says founder Michelle Wong.
By focusing on financial conferences and media, the Rising Star is lifting the voices of women, non-binary people, and people of color in the industry.
The UCLA grad also explains why she follows the advice of revered basketball coach John Wooden: “Never mistake activity for achievement.”
Vince Morris of OneDigital, a firm finalist for Retirement Plan of the Year, says keeping clients on track in the current economic conditions can require tough love.
The firm – a finalist in the category of RIA of the Year, Less Than $1 Billion AUM – helps many of its clients meet the challenges that come with being global citizens.
Finalists for the inaugural RIA Intel Awards explain why they fear a coming global economic shutdown, advise against corporate share buybacks, and view recruiting young talent as RIAs’ most urgent priority.
Finalists and Rising Stars for the inaugural RIA Intel Awards explain why they’re closely watching the US consumer, viewing a coming recession positively, and longing for a full return to the office.
Peter Raimondi, nominee for RIA Intel CEO of the Year award, and Chief Experience Officer Carina Diamond, nominee for Industry Advocate of the Year, have helped create a firm that reflects their beliefs about how an employee-focused business should operate.