At Funds Society, we are always looking for the best professionals in the industry—and we know you are one of them. With this in mind, we have launched the Gen-Wealth Awards in collaboration with CFA Society Miami. These awards recognize outstanding financial advisors and advisory teams at different stages of their careers, highlighting achievements in scale and growth—from rising talent to lifetime achievement.
“With the Gen-Wealth Awards, we want to shine a light on how different generations of advisors strengthen the leadership pipeline and support long- term continuity in the industry,” said Alicia Jiménez, Executive Partner and Director of Funds Society. For this reason, in addition to the individual awards by generation, the program includes a team category that highlights firms where multiple generations are actively working together in advisory business.
The awards are structured across five categories: Gen Z Advisor of the Year; Millennial Advisor of the Year; Gen X Advisor of the Year; Advisor of the Year – Lifetime Achievement; and the Multigenerational Advisory Team Award. Through this form, professionals across the Americas region may submit their applications, which will be reviewed and assessed by CFA Society Miami and Funds Society. Winners will be announced during the 1st Funds Society Leaders Summit Miami, to be held on April 21, bringing together leading investment industry professionals to share ideas, strategies, and perspectives on the challenges and opportunities facing the sector.
This initiative is an opportunity to highlight both emerging talent and the industry’s most senior profiles. If you believe in yourself and your team, submit your application for the Gen-Wealth Awards by March 22, 2026.
By Guadalupe Barriviera