View IWI's award winners from 2026, as well as past recipients.
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 Review (formerly 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: The Evolution of Advice: From Transactional to Generational
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.
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: The 4-Percent Rule Was Never Failproof: On the Folly of Fixed Rate Withdrawals
2026 Award Winner:
Honorable Distinction: Gender and Investments in Tennis Players
Recipients include the following: Timothy B. Barrett, Ross Barry, Brent Burns, Ana Cascon, Massimiliano De Santis, Javier Estrada, 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.
IWI has been recognizing excellence in the financial industry over the past three decades.
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