The Investments & Wealth Institute recently celebrated the achievements of four distinguished professionals in the field of investment and wealth management during its Experience 2024 conference in Las Vegas. These awards underscore the Institute's dedication to fostering thought leadership and acknowledging those who are shaping the future of financial advisory services.
Joseph F. Coughlin, PhD, director of the MIT AgeLab, was awarded the Investment Consulting Impact Award for his contributions to advancing investment consulting. Scott Welch, CIMA®, founder of UnconstrainedThought, received the Wealth Management Impact Award, recognizing his innovative approaches to private wealth management.
Massimiliano De Santis, PhD, CFP®, was honored with the Journal Research Award for his insightful article on retirement spending and portfolio management. Additionally, David Blanchett, PhD, CFA®, CFP®, and Jason Fichtner, PhD, were acknowledged for their research on financial professionals' compensation and Social Security decisions.
The Investments & Wealth Institute Writing Award was presented to Moe Allain, RMA®, CPWA®, AAMS®, for his editorial work on retirement conversations through a behavioral lens. Marcia Mantell, RMA®, NSSA®, and Craig Adamson, RMA®, CRC, CRPS, also received honorable mentions for their article on Social Security strategies.
These accolades highlight the critical role of research, innovation, and thought leadership in advancing the investment and wealth management industry. For more information on the awards and the contributions of these professionals, visit https://investmentsandwealth.org/about/awards.
