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Investments & Wealth Institute Awards Recognize Outstanding Achievements in Investment and Wealth Management Industry

Issue date: Friday, June 05, 2020

Contact Information: Devon Coquillard | +1 303 850 3202 | Contact Email: dcoquillard@i-w.org

Investments & Wealth Institute Awards Recognize
Outstanding Achievements in Investment and Wealth Management Industry


The Investments & Wealth Institute® presented five prestigious awards recognizing outstanding contributions to the investment and wealth management industry.
 
Investment Consulting Impact Award
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 2020 honoree is Jeremy J. Siegel, PhD, the Russell E. Palmer Professor of Finance at The Wharton School of the University of Pennsylvania. He is also the author of Stocks for the Long Run and The Future for Investors: Why the Tried and the True Triumph over the Bold and New.

Siegel is the Russell E. Palmer Professor of Finance at The Wharton School of the University of Pennsylvania. Professor Siegel has written and lectured extensively about the economy and financial markets, has appeared frequently on CNN, CNBC, NPR and other networks. He is a regular columnist for Kiplinger’s and Yahoo! Finance and has contributed articles to The Wall Street Journal, Barron’s, The Financial Times and other national and international news media. Prof. Siegel served for 15 years as head of economics training at JP Morgan and is currently the academic director of the U.S. Securities Industry Institute. He is also the author of Stocks for the Long Run, which published its third edition in 2002, was named by the Washington Post as one of the ten-best investment books of all time. His current book, The Future for Investors: Why the Tried and the True Triumph over the Bold and New, was published by Crown Business in March 2005 and was named one of the best business books published in 2005 by Business Week, the Financial Times, and Barron’s magazine.

Wealth Management Impact Award
This award  honors individuals who have contributed exceptional advancements in the field of private wealth management, embodied by the Investments & Wealth Institute Certified Private Wealth Advisor® (CPWA®) program. The award recognizes key innovations and thought leadership in any of the following CPWA knowledge domains: human dynamics, wealth management strategies, client specialization, and legacy planning.
 
The 2020 recipient is Anthony B. (Tony) Davidow, CIMA®. He is the founder and president of T. Davidow Consulting, LLC, an independent consulting firm serving the needs of sophisticated advisors, asset managers, and family offices. Previously, Davidow was alternative beta and asset allocation strategist for the Schwab Center for Financial Research; he was a subject matter expert on smart beta strategies, alternative investments, and environmental, social, and governance investing among other areas of expertise. He served on the Investments & Wealth Institute board of directors during 2009–2015, and he currently serves as chair of the Investments & Wealth Monitor editorial advisory board and moderator of the Exceptional Advisor Webinar Series. He’s also a member of the Investments & Wealth Institute WealthBoard 100 Advisory Board 

Governance Insight Award
The Governance Insight Award honors the author of a written work (e.g., article, paper, book) published in the previous year that has made a significant contri- bution to advancing the understanding and knowledge of investment and wealth management, including contributions in ethics, legal, and regulatory issues that affect these professional practices. The 2020 recipient is Duane Thompson, AIFA®, president of Potomac Strategies, for his article, “Harmonizing Regulation Best Interest with Fiduciary Practices,” which was published in the November/ December 2019 issue of Investments & Wealth Monitor.
 
Journal Research Award
The Journal Research Award  honors the author(s) of an original article that represents the best writing for the previous year, is germane to invest- ment consulting and/or private wealth management, and was published in the Journal of Investment Consulting or the Retirement Management Journal. The 2020 recipient is James B. Sandidge, JD. Sandidge was recognized for his Retirement Management Journal article, “Chaos and Retirement Income.”

Investments & Wealth Monitor Writing Award
This award honors Investments & Wealth Institute members for their excellent edi- torial contributions to Investments & Wealth Monitor during the previous year. The 2020 honoree is Noel Pacarro Brown, CIMA®, CPWA®, family wealth advisor, investing with impact director, first vice president, The Conscious Wealth Management Group at Morgan Stanley, for her article, “Bloom, Not Bust: The Rise of Impact Investing and the Next Wave of  Wealth”  (March/April 2019 issue). The Awards Committee also recognized two authors with honorable distinction: Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, partner and director of research for Pinnacle Advisory Group, publisher of The Kitces Report and Nerd’s Eye View, for “Unbundling of the TAMP and Rise of the Model Marketplace” (July/ August 2019 issue); and Scott Welch, CIMA®, chief investment officer–model portfolios, WisdomTree Asset Management, for “Coming to Portfolios Near You: Investment Ideas You Should Be Paying More Attention To (The Sequel)” (July/August 2019 issue).

Click here to learn more about the Institute’s awards and to read the award-winning articles.
 
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About the Investments & Wealth Institute®
Established in 1985, the Investments & Wealth Institute, formerly IMCA, is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, financial planners, and wealth managers who embrace excellence and ethics. Investments & Wealth Institute administers three certifications, Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®). Through its publications, live events, online courses, assessment-based certificate programs, and advanced certifications, the Institute delivers premier-quality, practical education to advanced practitioners in more than 38 countries.

 

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