The Investments & Wealth Institute recently celebrated the achievements of four distinguished professionals in the financial advisory sector during its annual Experience 2024 conference in Las Vegas. Joseph F. Coughlin, PhD, director of the MIT AgeLab, was awarded the Investment Consulting Impact Award for his dedication to enhancing investment consulting practices. Scott Welch, CIMA®, founder of UnconstrainedThought, received the Wealth Management Impact Award in recognition of his pioneering work in private wealth management.
Massimiliano De Santis, PhD, CFP®, was honored with the Journal Research Award for his insightful article 'Optimal Spending and Portfolio Rules to Protect Desired Spending in Retirement' featured in the Retirement Management Journal. David Blanchett, PhD, CFA®, CFP®, and Jason Fichtner, PhD, were acknowledged with an honorable distinction for their research on financial professionals' compensation and Social Security claiming decisions.
Additionally, Moe Allain, RMA®, CPWA®, AAMS®, was the recipient of the Investments & Wealth Institute Writing Award for his editorial 'Demystifying the Retirement Conversation with a Behavioral Lens' published in the Investments & Wealth Monitor. Marcia Mantell, RMA®, NSSA®, and Craig Adamson, RMA®, CRC, CRPS, were also recognized with an honorable distinction for their article on Social Security claiming strategies. These accolades underscore the Institute's dedication to fostering innovation and excellence in the investment and wealth management industry. For more information on the awards and the contributions of the honorees, visit https://investmentsandwealth.org/about/awards.
