Page 10 - Investment Advisor July/August 2022
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EDITOR’S NOTE
By Janet Levaux
Up, Up and Away
I’d like to recognize e’re pleased to highlight the winners of Envestnet and Investment
Advisor’s 18th annual Asset Manager of the Year program in this month’s
the tremendous efforts W cover story, “2022 Top Guns of Asset Management.” Among the winners
of Managing Editor are a former pro hockey player, some previously recognized teams and an executive
from Ukraine.
Ginger Szala, who The 2022 winners received their awards at the Envestnet Advisor Summit, held
has worked diligently in Charlotte, North Carolina, in mid-May. We greatly enjoyed presenting the official
trophies to this elite group of portfolio managers in person, as we’ve done in pre-
and passionately for pandemic years.
Also this month, we feature the views of industry executive and consultant Angie
Investment Advisor Herbers, who zooms in on the proliferation of firm types in the advice business in
for the past four-plus her piece entitled, Explosion of Firm Models Poses a Human Capital Challenge, in
which she writes, “Not long ago, advisory firm models were limited to investment-
years. She’s moving only firms, wealth management firms and financial planning firms.”
Today, a growing number of firms are building their businesses with a focus on fin-
on to a new (retired) tech and even financial therapy. As a result, there’s “ample room for career growth”
lifestyle, and we wish within these evolving models and “more opportunity than ever for advisors to leave
her all the best. Her one firm for another, [which] might be a better fit for their talents, personality, career
goals and [the] clients they want to serve,” Herbers explains.
In her latest The Playing Field column, Washington Bureau Chief Melanie
talents and dedication Waddell takes an in-depth look at the Securities and Exchange Commission’s recent
to this publication will email campaign. She notes that FrontLine Compliance recently warned that “this
be greatly missed. first-of-its-kind mass email campaign by the SEC signifies that the regulator has
served notice that it will aggressively pursue actions against firms that fail to comply
with the new rule.”
Finally, I’d like to recognize the tremendous efforts of Managing Editor Ginger
Szala, who has worked diligently and passionately for Investment Advisor for the
past four-plus years. She’s moving on to a new (retired) lifestyle, and we wish her all
the best. Her talents and dedication to this publication will be greatly missed.
GROUP EDITOR-IN-CHIEF
8 INVESTMENT ADVISOR JULY/AUGUST 2022 | ThinkAdvisor.com
