Each year, the July issue of Investment Advisor features profiles of the top-performing asset managers and strategist via our recognition program with Envestnet.
These financial professionals are honored at Envestnet’s annual Advisor Summit, last held in Austin, Texas, in 2019. This year, the award winners will be showcased during the online Envestnet Advisor Summit On-Demand.
Due to the COVID-19 pandemic, we were not able to meet the winners in person and did not get to deliver the awards to the top asset managers with a hearty handshake and photo opportunity.
Still, these portfolio managers took the time to review their recent performance and investment processes with us by phone, which proved very insightful.
Their work benefits from the work of many helpful team members, and that’s what it took for us to pull all these informative interviews and elements together for our remote coverage of the Asset Managers and Strategist of the Year Awards in 2020.
Meanwhile, Washington Bureau Chief Melanie Waddell delves into the looming compliance date, June 30, for the Securities and Exchange Commission’s Regulation Best Interest and Form CRS.