Tuesday, June 3, 2014

Honoring the firms with the best practices

InvestmentNews today announced the winners of the first annual Best Practices awards, acknowledging 24 advisory firms in two categories, human capital management and technology.

Award winners were honored at a best practices workshop in Chicago.

The awards were given based on results from the InvestmentNews Compensation and Staffing Study, as well as personal interviews.

The winners are as follows:

Human Capital Management, Industry Innovators:

Balasa Dinverno Foltz LLC, Itasca, Ill., bdfllc.com

Briaud Financial Advisors, College Station, Texas, briaud.com

Fish & Associates, Memphis, Tenn., fishandassociates.com

JMG Financial Group Ltd., Oak Brook, Ill., jmgfinancial.com

JVL Associates LLC, Wyoming, Mich., jvlassociates.com

Singer Xenos Wealth Management, Coral Gables, Fla., singerxenos.com

Human Capital Management, Top-Performing firms:

Johnson Carriar Kruchten Anderson & Associates, Saint Cloud, Minn., ameripriseadvisors.com

Pinnacle Advisory Group Inc., Columbia, Md., pinnacleadvisory.com

Rinvelt & David LLC, Grand Rapids, Mich., rinveltdavid.com

Roof Advisory Group Inc., Harrisburg, Pa., roofadvisory.com

Vintage Financial Services LLC, Ann Arbor, Mich., vintagefs.com

Willow Street Advisors LLC, Naples, Fla., willowstreetadvisors.com

Overall Use of Technology, Industry Innovators:

Empirical Wealth Management, Seattle, empirical.net

Financial Plan Inc., Bellingham, Wash., financialplaninc.com

Joseph Barry Co. LLC, New Bedford, Mass., josephbarry.com

Searcy Financial Services Inc., Overland Park, Kan., searcyfinancial.com

Strategic Capital Allocation Group LLC, Boston, scagrp.com

The Arkansas Financial Group Inc., Little Rock, Ark., arfinancial.com

Overall Use of Technology, Top-Performing Firms:

Bedrock Capital Management Inc., Los Altos, Calif., bedrockcapital.com

Budros Ruhlin & Roe Inc., Columbus, Ohio, b-r-r.com

Evensky & Katz LLC, Coral Gables, Fla., evensky.com

Roof Advisory Group Inc., Harrisburg, Pa., roofadvisory.com

Shelton Financial Group Inc., Fort Wayne, Ind., sheltonfinancial.com

Yellow Brick Road Financial Advisors LLC, San Francisco, ybrfinancialadvisors.com

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