July 13, 2023 • By Janet Levaux
Paul Saganey & Integrated Partners announced as LUMINARIES finalists in the Financial & Investment Innovation – Individual and Firm – categories.
We are thrilled to present the LUMINARIES Class of 2023 Finalists, who are being recognized for the original and compelling ways they’re driving the wealth management, investment and retirement industry forward.
Now in its third year, the LUMINARIES awards program highlights how top-performing industry participants — both firms and individuals — produce meaningful results through efforts that matter most to financial advisors in Community Impact; Executive Leadership; Financial & Investment Innovation; and Thought Leadership & Education.
Financial & Investment Innovation is our new awards category for 2023. It spotlights a select group of individuals and firms leading the creation of new financial products, services and processes that meet advisors’ and investors’ needs — while also delivering efficiency and competitive advantages to industry players via new platforms and other tools.