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Top 100 financial experts with the biggest impact on the industry
Los Angeles, February 2, 2024 /PRNewswire/ — Recognized alongside financial industry giants such as; jamie dimon (Chairman and CEO of JPMorgan Chase) larry fink (BlackRock CEO), and abby johnson (Fidelity Investments CEO) and Ivan Manuel Illán (Founder and Chief Investment Officer of Aligne Wealth Advisors Investment Management (AWAIM®)) have made a significant impact on the financial services industry.
Ivan Ilan and his bestselling “Dummy” book
investment news has recognized the top 100 people in wealth management in this year’s inaugural Hot List. Winners were nominated by industry experts from across the country. August 2023 We then narrowed it down to the top 100 based on their contributions that helped shape the industry.
The complete list and methodology can be found here.
“My vision is to raise the standard of wealth care for individual investors by increasing financial advisors’ personal accountability for the outcomes and outcomes derived from their advice,” said Ilan. Ta. “Too few financial advisors maintain and share performance histories of their investment products due to regulatory complexity and costs associated with composite structures and independent annual verification.”
Industry surveys have repeatedly found that the majority of Americans do not hire a financial advisor due to a lack of trust and proven experience navigating economic conditions.
Since its inception as an independent registered investment advisor, June 2022AWAIM® attracts more than just that. $164 million Assets under management (AUM) or more $40 million Registered with Asset Under Advice (AUA).
About AWAIM®
Align Wealth Advisors Investment Management (AWAIM®) – alignewalth.com – is a specialty wealth management firm offering the ACGM Total Portfolio Solutions Suite™ to individual investors and financial advisors nationwide. AWAIM was founded in 2012 by Forbes thought leader and best-selling author of Dummies, Ivan Ilan, and began as a solo practice in 2005.
For more information, please see the firm’s Securities and Exchange Commission (SEC) Investment Adviser disclosure at https://adviserinfo.sec.gov/firm/summary/321735.
media contact
Ivan IlanFounder and CIO
[email protected]
(310) 795-0622 extension 101
Source Align Wealth Advisors Investment Management (AWAIM)
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