The Investments & Wealth Institute (the Institute), a leading professional association for financial advisors, recently presented four awards acknowledging exceptional contributions to the investment and wealth management body of knowledge during its annual Experience 2024 conference in Las Vegas.
The Investment Consulting Impact Award was bestowed upon Joseph F. Coughlin, PhD, director of the MIT AgeLab, for his commitment to advancing the field of investment consulting. Scott Welch, CIMA®, founder of UnconstrainedThought, received the Wealth Management Impact Award for his innovations in private wealth management.
Massimiliano De Santis, PhD, CFP®, was honored with the Journal Research Award for his article ‘Optimal Spending and Portfolio Rules to Protect Desired Spending in Retirement’ published in the Retirement Management Journal. David Blanchett, PhD, CFA®, CFP®, and Jason Fichtner, PhD, received honorable distinction for their article on financial professionals’ compensation and Social Security claiming decisions.
The Investments & Wealth Institute Writing Award recognized Moe Allain, RMA®, CPWA®, AAMS®, for his excellent editorial contribution ‘Demystifying the Retirement Conversation with a Behavioral Lens’ in the Investments & Wealth Monitor. Marcia Mantell, RMA®, NSSA®, and Craig Adamson, RMA®, CRC, CRPS, received honorable distinction for their article on Social Security claiming strategies.
These awards showcase the Institute’s commitment to promoting thought leadership and recognizing influential voices shaping the future of investment and wealth management. Further details on the awards and award-winning articles can be found at https://investmentsandwealth.org/about/awards.
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