LifeYield’s Jack Sharry Honored by IMCA

By LifeYield | May 2, 2017 | News

BOSTON, May 2, 2017 –The Investment Management Consultants Association® (IMCA®) presented several prestigious awards today at its 2017 Annual Conference Experience recognizing outstanding contributions to IMCA and the investment and wealth management industry.

Among those honored was LifeYield Executive Vice President Jack Sharry, who was presented with the Richard J. Davis Ethics, Legal, Regulatory Insight Honorable Distinction Award for his article Turning Lemons into Lemonade: DOL Requirement Create Win-Win for Those Who Embrace Goals-Based Wealth Management, which was published in IMCA’s Investments & Wealth Monitor.

The article takes a deep dive into the DOL fiduciary standard, which Jack argues will push the industry towards greater sophistication of goals-based wealth management. In this scenario, tax-smart coordination across multiple accounts will become the new norm, benefitting investors as well as the advisors and firms that serve them.

The award honors the author(s) of a written work published in the previous year that has made a significant contribution to advancing the understanding and knowledge of investment management consulting and/or private wealth management in the area of ethics, and/or the fiduciary, legal, or regulatory issues that affect these professional practices.

Past industry professionals honored under this category include John Bogle, Polina Demina, Joseph Holt, Arthur Laby, Andrew W. Lo, Gordon Marino, Elizabeth Piper/Bach, CIMA®, Robert Prentice, Robert H. Sitkoff, Meir Statman, Gary A. Varnavides, and Peter Verhezen.

Jack joins seven other members of the wealth management community honored by IMCA this year:

  • Matthew R. McArthur Industry Pioneer Award: Keith Ambachtsheer, president, KPA Advisory  Services, and director emeritus, Rotman International Centre for Pension Management at the  University of Toronto
  • J. Richard Joyner Wealth Management Impact Award: Harold Evensky, CFP®, chairman, Evensky & Katz
  • Richard J. Davis Ethics, Legal, Regulatory Insight Award: Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, partner and director of research, Pinnacle Advisory Group, and publisher of the e-newsletter, The Kitces Report, and the financial planning industry blog, Nerd’s Eye View (Also recognized with a Kessler Honorable Distinction Award)
  • Edward D. Baker III Journal Research Award: James B. Sandidge, J.D., principal, Sandidge Group LLC
  • Stephen L. Kessler Writing Award: Anthony B. Davidow, CIMA®, vice president and alternative beta and asset allocation strategist, Schwab Center for Financial Research
  • Kessler Honorable Distinction Award: Tim Macready, CIMA®, managing director, and Simba Marekera, head of research, Brightlight Impact Advisory

To learn more about IMCA’s awards and to read the award-winning articles, visit www.imca.org.

 

About IMCA
Established in 1985, IMCA is a nonprofit professional association and credentialing organization with individual members and certificants in 37 countries around the world. IMCA members collectively manage more than $2.5 trillion, providing investment consulting and wealth management services to individual and institutional clients.
About LifeYield
LifeYield (www.lifeyield.com), creators of the Taxficient Score®, is the industry innovator and leader in facilitating tax-smart, risk-smart household portfolio management. LifeYield's Advantage Suite® enables financial advisors to provide a comprehensive, tax-aware view of a client's entire investment and insurance portfolio, including easy-to-use tools to engage clients so they make and keep more money, and achieve their financial goals.
Based in Boston and founded by finance and technology industry leaders, LifeYield believes that by leveraging digitally enhanced advice advisors can improve investor outcomes and enhance the value and experience of support goals-based wealth management strategies.
For more information, please visit www.lifeyield.com.