Influencers of Financial Advice
October 11, 2013 3:50 PM
Influencer Awards
The seven winners of this year's Financial Planning 2013 Influencer Awards have earned their accolades with impressive individual accomplishments and a commitment to bettering the financial advice industry. Some of the following may be familiar names; others are, as they say,
Click through to see this year's winners.
Read the full article here.
famous to a few.
Click through to see this year's winners.
Read the full article here.
<b>Industry Leadership: Ron Carson</b>
Carson Wealth Management
Preparing for new generations of clients and advisors should be an industry priority, says Ron Carson, chief executive of Carson Wealth Management in Omaha, Neb.
Read his full profile here.
Preparing for new generations of clients and advisors should be an industry priority, says Ron Carson, chief executive of Carson Wealth Management in Omaha, Neb.
Read his full profile here.
<b>Practice Management: Joni Youngwirth</b>
Commonwealth Financial Network
Too many financial planners resist business planning, says Joni Youngwirth, managing principal of practice management at Commonwealth Financial Network. She stresses smart planning in her writing and speaking engagements.
Read her full profile here.
Too many financial planners resist business planning, says Joni Youngwirth, managing principal of practice management at Commonwealth Financial Network. She stresses smart planning in her writing and speaking engagements.
Read her full profile here.
<b>Tech Innovator: Sheryl Rowling</b>
Total Rebalance Expert
Automation is what makes the technology so valuable, says Sheryl Rowling, creator of Total Rebalance Expert software and head of a $250 million San Diego based advisory practice.
Read her full profile here.
Automation is what makes the technology so valuable, says Sheryl Rowling, creator of Total Rebalance Expert software and head of a $250 million San Diego based advisory practice.
Read her full profile here.
<b>Porfolio Innovator: Rob Arnott</b>
Research Affiliates
Rob Arnott, developer of fundamental indexing and founder of Research Affiliates, says market inefficiencies can lead to a 2% annual drag on returns. His fundamental indexes now account for almost $100 billion in assets.
Read his full profile here.
Rob Arnott, developer of fundamental indexing and founder of Research Affiliates, says market inefficiencies can lead to a 2% annual drag on returns. His fundamental indexes now account for almost $100 billion in assets.
Read his full profile here.
<b>New Generation: Richard Brown</b>
JNBA Financial Advisors
Richard Brown, CEO of Minneapolis-based JNBA Financial Advisors, says he believes the financial planning learning lab he opened in partnership with the University of Minnesota at Duluth is
Read his full profile here.
Richard Brown, CEO of Minneapolis-based JNBA Financial Advisors, says he believes the financial planning learning lab he opened in partnership with the University of Minnesota at Duluth is
one of the answers for the future.
Read his full profile here.
<b>Lifetime Achievement: Lew & Karen Altfest</b>
Altfest Personal Wealth Management
Husband-and-wife planners Lew and Karen Altfest have been working together in New York since 1986.
Read their full profile here.
See the full list of winners here .
Husband-and-wife planners Lew and Karen Altfest have been working together in New York since 1986.
I wanted to recommend the best investments and give the best advice, and the best way to do that was not to accept commissions,says Lew Altfest.
Read their full profile here.
See the full list of winners
