Best of the Best: Investments & Wealth Institute Honors Top Research and Writing at Experience 2026

Fort Lauderdale, Florida – April 21, 2026 – The Investments & Wealth Institute recognized excellence in financial thought leadership at its Experience 2026 conference in Fort Lauderdale on April 21, presenting two prestigious awards honoring outstanding contributions to the investment and wealth management body of knowledge. The Journal Research Award went to Edward F. McQuarrie, PhD, Professor Emeritus at Santa Clara University's Leavey School of Business, for his article "The 4-Percent Rule Was Never Failproof: On the Folly of Fixed Rate Withdrawals," with honorable distinction awarded to Joseph Anthony Farinella, PhD, CFA®; Stephen M. Horan, PhD, CFA®, CIPM®, CAIA®; and Clay M. Moffett, PhD, for their article "Gender and Investments in Tennis Players."

The Investments & Wealth Institute Writing Award honored Noel Pacarro Brown, CIMA®, CPWA®, Senior Vice President and Family Wealth Director at Morgan Stanley's Conscious Wealth Management Group, for her article "The Evolution of Advice: From Transactional to Generational." Honorable distinction was awarded to Bruce D. Stewart, CIMA®, CAIA®, for his article "The Fractional Private Office: A Tax-Efficient Alternative to Multi-Family and Single-Family Offices."