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The top 100 finance professionals making a significant impact on the industry
LOS ANGELES, Feb. 2, 2024 /PRNewswire/ — With finance industry luminaries such as Jamie Dimon (Chairman of the Board, CEO, JPMorgan Chase), Larry Fink (CEO, BlackRock), and Abby Johnson (CEO, Fidelity Investments) Recognized ), Ivan Manuel Ilan (Founder and Chief Investment Officer, Align Wealth Advisors Investment Management (AWAIM®) has made a significant impact in the financial services industry.
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InvestmentNews honored the 100 top movers and shakers in wealth management in this year’s first Hot List. The winners were nominated by industry professionals from across the country in August 2023 and were ranked among the top 100 based on their contributions that have helped shape the industry.
The full list and methodology can be found here.
“My vision is to raise the standard of wealth care for retail investors by increasing a financial advisor’s personal accountability for the results and outcomes they receive from their advice,” Ilan said. “Due to the regulatory complexity and costs associated with overall creation and independent annual verification, very few financial advisors maintain and share the performance history of their own investment offerings.”
Industry surveys have repeatedly found that most Americans do not hire a financial advisor due to a lack of trust and a lack of demonstrated experience in understanding economic conditions.
Since launching as an independent registered investment advisor in June 2022, AWAIM® has attracted over $164,000,000 in assets under management (AUM) and over $40,000,000 in assets under advice (AUA).
About AWAIM®
Align Wealth Advisors Investment Management (AWAIM®) – ignewealth.com – is a boutique wealth management firm offering the ACGM Total Portfolio Solutions Suite™ to retail investors and financial advisors nationwide. Founded in 2012 by Forbes thought leader and bestselling For Dummies author, Ivan Ilan, AWAIM began as a single-person practice in 2005.
Please visit the firm’s Securities and Exchange Commission (SEC) Investment Advisor Public Disclosure for more information.
media Contact
Ivan Ilan, Founder and CIO
[email protected]
(310) 795-0622 ext. 101
Ivan Ilan with his best-selling Dummies book
Decision
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Source Align Wealth Advisors Investment Management (AWAIM)
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