Page 14 - Investment Advisor - September 2023
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A Bright Future
What the stars of innovation and thought leadership
are doing to move the industry forward
By Michael S. FiScher
s has been the case for the past two firms and individuals — produce meaningful results
years, we are thrilled to give readers through efforts that matter most to advisors.
a look at the work of industry leaders The Class of 2023 Finalists were selected by our
A and pioneers being recognized in our editorial team. They also have been reviewed by a
annual LUMINARIES awards program. diverse panel of judges from across the advice industry.
In 2023, we introduced a new category of A select group of winners will be announced on stage
achievement: Financial and Investment Innovation. at the program’s third awards dinner and gala — set to
This group of our Class of 2023 Finalists — along take place Nov. 28 at Gotham Hall in New York.
with those in the Thought Leadership and The diverse and numerous achievements of
Education category — are featured here. Those in this group of Class of 2023 Finalists have been
the Community Impact and Thought Leadership summarized from their nomination materials. They
categories will appear in our November issue. demonstrate the tremendous, broad-reaching impact
An evolution of our Broker-Dealers of the Year firms and individuals can make. We hope you find
awards, the LUMINARIES program aims to highlight their efforts and accomplishments both interesting
how top-performing industry participants — both and empowering.
12 Investment AdvIsor September 2023 | thinkAdvisor.com
