Are international advisors eligible for the Invest in Others Awards?
No, this awards program is for U.S. advisors only.Read More
Advisor Eligibility Archives
How frequently can an advisor be nominated and/or win?
Past Winners Advisors who have previously won an IiO Award category are only eligible to be nominated for the Lifetime Achievement Award. It must be at least seven years from the original award date and they must meet the award criteria. For the 2023 awards cycle, winners …Read More
Can I nominate a team or pair for the Invest in Others Awards?
The IiO Awards are individual awards so you must nominate each advisor separately. If it’s too difficult to distinguish between the advisors, we recommend nominating one of the advisors instead of both advisors.Read More
Can I nominate an advisor if they are the founder or majority funder of the nonprofit?
Yes! An advisor is eligible if they are the founder and majority funder for a 501(c)(3) nonprofit organization.Read More
Who is eligible for nomination?
Nominees must be currently working in the U.S. as: registered representatives (for example, Series 7) or registered investment advisors or financial planners with a professional designation (please refer to FINRA’s list of designations for examples). Nominees must be active financial advisors, defined by spending at least 75% of …Read More