The nominations are open! After the incredible success of our inaugural Young Professionals Awards in 2020, the Alliance is once again in search of the top young professionals under 40 in the family wealth industry. These awards honor and promote the industry's rising stars who have demonstrated success in their careers and made significant contributions to the industry.

Winners will be announced on October 18 at a special ceremony during the 2022 Fall Forum. Read about our 2020 winners here!

Nominees should be established professional leaders with a strong record of innovation and outstanding performance. Additional requirements include:

• Nominees must be under the age of 40 as of January 1, 2022
• Nominees must be employed at a SFO, MFO or established multifamily wealth practice
• Nominations must be submitted by 5 p.m. ET on April 30, 2022

Multiple nominees from the same organization may be submitted and neither nominators nor nominees are required to be current members of The Alliance.

2022 Alliance Summit session recordings are now available within the Alliance Member Portal for re-watching or sharing with colleagues who were unable to attend.

Thank you to the 100+ Alliance members, partners, and industry thought leaders who joined us in Scottsdale on February 9-11 for what might have been our best event to date.  View more photos of the event here!

Our Voice of the Client Survey is a powerful, customizable, and confidential way to understand what your clients value, how well your firm is delivering on that value, and how you compare to your competitors in the industry. FWA worked with a team of experts (from Bain & Co., Charles Schwab Advisor Services, Pitcairn, Greycourt, Ballentine Partners, and WE Family Offices) to develop an industry-specific approach to evaluating and benchmarking your client experience.

An exciting update: Based on overwhelming interest, we have made the strategic decision to keep the survey infrastructure open indefinitely. Instead of offering the Voice of the Client Survey every other year, firms can now participate on their own timeline.
 
We strongly encourage firms to participate by the end of June 2022 in order to be included in and receive insights from the first industry benchmarking report to be published later in 2022.

Students admitted to Columbia University’s Master of Professional Studies (M.P.S.) in Wealth Management program for the 2022-2023 academic year will have an opportunity to apply for one full-tuition fellowship, thanks to a new initiative funded by members of the program’s first student cohort.

The Wealth Management Advancing Diversity Fellowship is designed to diversify the financial advising industry as well as to retain and help accelerate the careers of high-caliber professionals from underrepresented groups. It is the first student-funded fellowship offered at the Columbia University School of Professional Studies (SPS).

“As the market for wealth management professionals continues to broaden, educating and training students who represent the diverse communities in which they serve is essential,” said Tracy Schwartz, Interim Director of Columbia’s Wealth Management M.P.S. program. “This fellowship expands the talent pool for potential employers and is aligned with our program’s vision to be the epicenter of diverse talent in the wealth management industry.”