We’re excited to share that our CEO and founder, Clara Shih, was named this week to Investment Advisor’s prestigious 2016 IA 25 list of the most influential people in the financial services industry. She is joined by an impressive group of leaders includingNaureen Hassan, chief digital officer at Morgan Stanley Wealth Management; Kate Healy, managing director of marketing at TD Ameritrade; and Marty Bicknell, CEO of Mariner Holdings.
This year’s winners represent the various forces that shape and steer the industry forward, from traditional brokerages to technology startups, regulatory organizations to research firms. Now in its 14th year, the IA 25 is chosen by editors of the Investment Advisor Group, which includes Investment Advisor and Research magazines and ThinkAdvisor.com.
Read the complete profile, “Clara Shih: Democratizing Financial Advice,” in the May issue ofInvestment Advisor and on ThinkAdvisor.com.
This honor is the latest of several recent accomplishments for both Clara and the company. Earlier this week, Clara’s newest book, The Social Business Imperative, was released, and the company was awarded “Best Place to Work” by the SF Business Times and Silicon Valley Business Journal. In March, Clara was honored at the 2016 Girls Inc. Celebration Luncheon for her support of and advocacy for girls’ education, especially in STEM fields. And earlier this year, we were named to HousingWire’s HW TECH100 list of most innovative technology companies in the mortgage and housing industry. We also continue to grow our international customer base, as evidenced by the recent addition of three new marquee customers in Asia.