Investments & Wealth Institute Awards

View IWI's award winners from 2025, as well as past recipients.

Investments & Wealth Institute Investment Consulting Impact Award

This award was named for Matthew R. McArthur in honor of his selfless contributions to the organization. The Investment Consulting Impact Award honors individuals who have made an outstanding contribution and demonstrated commitment to the field of investment consulting, including contributions to industry-specific technology or to advances in the advisor skill set. The individual does not have to be a current or previously practicing investment consultant.

2025 Award Winner: Roger Ibbotson, Ph.D.

Past Recipients

The award first was presented in 2000.

Recipients include the following: Keith Ambachtsheer, Edward Baker, Peter Bernstein, Gilbert Beebower, Gary Brinson, Edwin Callan, John Casey, Michael Clowes, Joseph F. Coughlin, William Crerend, William Dreher, Richard Ennis, William Fouse, Rosalind Hewsenian, L. Randolph Hood, Jeffrey F. Jaffe, James Knupp, A. Craig MacKinlay, Harry Markowitz, Richard Marston, John O'Brien, Don Phillips, Leonard Reinhart, Barr Rosenberg, George Russell, William Sharpe, Jeremy Siegel, Meir Statman, Richard Thaler, and Margaret M. Towle.

Investments & Wealth Institute Wealth Management Impact Award

This award honors J. Richard Joyner, who was instrumental in the development of and instruction within the CPWA® certification program. The Wealth Management Impact Award honors individuals who have contributed exceptional advancements in the field of private wealth management, which is embodied by the Investments & Wealth Institute Certified Private Wealth Advisor® (CPWA®) program. The award recognizes key innovations and thought leadership in any of the CPWA knowledge domains: human dynamics, wealth management strategies, client specialization, and legacy planning.

2025 Award Winner: Dorothy E. Bossung

Past Recipients

The award first was presented in 2015.

Recipients include the following: Charlotte B. Beyer, Garry W. Bridgeman, Jean L. P. Brunel, Anthony B. Davidow, James Dobbs, Harold R. Evensky, Michael E. Kitces, Tim Kochis, John A. Nersesian, and Scott D. Welch.

Investments & Wealth Institute Writing Award

This award honors Stephen L. Kessler, the first volunteer editor of the Monitor. The Investments & Wealth Institute Writing Award is presented to the author(s) of the best original articles that are written by Investments & Wealth Institute members and published in Investments & Wealth Monitor. The selected articles should make a substantial contribution to the education of practitioners through expansion of the body of knowledge related to the investment and wealth management professions.

Winning article: Managing Concentration Risk

2025 Award Winner: John Nersesian

Past Recipients

Recipients include the following: Dana Anspach, Edward Baker, Thomas Boczar, Noel Pacarro Brown, Bruce Curwood, Anthony B. Davidow, Jim Flinchum, Jack Gardner, David Gordon, Nick Halen, Debbie Hall, Dylan Huang, Brian Hunter, David Loeper, Rex Macey, Matthew McArthur, John Nersesian, Robert Padgette, Bob Rice, Alex Shahidi, Bruce Stewart, Todd Taylor, Margaret M. Towle, Michael Underhill, Howard Weiss, Scott Welch, and W. Lloyd Williams.

Investments & Wealth Institute Writing Award
Honorable Distinction

2025 Award Winners:

Honorable Distinction: Are Your Clients Missing a ‘Free Lunch’? An Advisor’s Guide to Investing in Alternatives

Steve Dean

Lance Lehman

Investments & Wealth Institute Writing Award
Honorable Distinction

2025 Award Winners:

Honorable Distinction: A Virtuous Cycle of Trust: Proactive Approaches that Tie Portfolio Management to Client Relationships

John W. Moore

William R. Moore III

Investments & Wealth Institute Journal Research Award

This award honors Edward D. Baker III, the first editor of the Journal of Investment Consulting. The Journal Research Award honors the author(s) of an original article that represents the best writing for the previous year germane to the investment consulting and/or private wealth management professions. Each article published in the Journal of Investment Consulting and Retirement Management Journal will be considered for this award. Each piece will be evaluated for its academic and analytical vision and originality of research.

Winning article: Retirement Planning: A Comprehensive Approach

2025 Award Winner: Javier Estrada, Ph.D.

Investments & Wealth Institute Journal Research Award Honorable Distinction

2025 Award Winner:

Honorable Distinction: When a Guarantee Isn’t a Guarantee

James B. Sandidge, JD

Past Recipients

Recipients include the following: Timothy B. Barrett, Ross Barry, Brent Burns, Ana Cascon, Massimiliano De Santis, Richard Fullmer, David Garff, Jennifer Gongola, Aron Gottesman, Paul Greenwood, C. Thomas Howard, Stephen J. Huxley, Ronald Kahn, Sean Klein, A. Craig MacKinlay, Rene Martel, Jianping Mei, Matthew Morey, Michael Moses, Arun Muralidhar, Sid Muralidhar, Carrie Pan, Jim Pasztor, James Perry, Donald Pierce, Andrew Rudd, James Sandidge, William Shadwick, Avi Sharon, Hersh Shefrin, Frank Sortino, Meir Statman, Ron Surz, and Cheng Yan.

Award Winners Over the Years

IWI has been recognizing excellence in the financial industry over the past three decades.

See All Award Winners→