If Deborah McWhinney should ever want to change jobs, she could easily become the RIA community's designated cheerleader. When asked in an October interview what she had learned while sifting through the nominations for the first Impact Awards, McWhinney responded "there are so many great firms out there–and not all of them are billion-dollar firms," leading her to wonder "How on earth will we make a decision?"
With a final judging panel including Kurt Cerulli of Cerulli Associates, former Schwab executive Dan Leemon, and David Tittsworth of the Investment Advisers' Association, the final decisions were made, and will be announced November 7 at Schwab's Impact show in Washington. Awards will be given to two firms–a best-in business award and a best-in-technology award–and to one trailblazing individual for the Charles R. Schwab Impact Award.