The 2015 IA 35 for 35 Calendar
Throughout May, we’ll publish extended versions of the interviews and profiles that appeared in the May issue of Investment Advisor. We'll update this calendar with links to each article as they are published.
Why the IA 35?
While I’m not a fervent believer in the “Great Man” theory of history, I do believe that individuals make a big difference in the history of the world, of nations and of families.
How We Picked Them: The 2015 SMA Managers of the Year
Choosing the annual SMA Managers of the Year takes several months and culminates in a live awards ceremony at the Envestnet Advisor Summit in Chicago, which this year will occur on May 7.
Honoring Investment Managers Who Shine in Rainy and Sunny Times
When advisors outsource their investment management, the strategists they employ should post healthy performance numbers.
Black Financial Advisors Network Launched at Raymond James
A “grass-roots” effort is designed to help recruit more black advisors to Raymond James, and provide support and mentoring to existing advisors.
Raymond James Hits Revenue Milestone as Profits Improve 7% in Fiscal Q2
Total number of advisors in the Private Client Group reached record 6,384, but assets grew faster than headcount.
Honoring SMA Managers Who Shine in Rainy and Sunny Times
Finalists for the 11th annual SMA Managers of the Year awards are listed here; winners will be announced at Envestnet Advisor Summit in May.
Herbers, Luke Rebrand as Kaleido
Following 2014 merger, the company will put "all practice management help under one roof" for advisors.
3 Things Top-Performing RIA Firms Do: Fidelity
A Fidelity study finds three marketing-related factors that top-performing RIA firms have in common.
Chairman-Elect Joe Votava Resigns From CFP Board of Directors
Current Chairman Richard Rojeck to assume duties; new chairman to be elected in June to replace Votava.