The inside scoop from InvestmentNews’ Icons & Innovators Awards

Posted by on

Yesterday, InvestmentNews hosted its Icon & Innovators awards luncheon, celebrating the accomplishments of exemplary movers and shakers who have dedicated their careers to the growth and evolution of the financial services industry. The room was full of top minds coming together to share their stories and words of wisdom with each other, and we were thankful to have a voice in the room.

Our client Joe Duran, CEO and Founder of United Capital, was one of the innovators recognized for his work in transforming his company into the first financial life management firm working to help clients better understand how they think and act when it comes to their money. Joe and the team at United Capital have worked tirelessly to develop tools and systems for both clients and advisors that help them make more informed decisions and achieve their life goals. We want to thank the team at InvestmentNews for recognizing Joe and for shining a spotlight on all of the phenomenal minds working to better our industry every day.


The team from InvestmentNews


Congratulations to Jack Bogle, Charles Schwab and all of the industry innovators who keep pushing the boundaries of what’s possible for our industry! Check out our Storify below to recap some of our favorite moments.