The Enterprising Investor blog will move to the CFA Institute Research and Policy Center on March 23. This transition aims to place practitioner content alongside the full breadth of CFA Institute research offerings, including the Financial Analysts Journal and the Research Foundation, improving discoverability and long-term accessibility for readers. All existing links are set to redirect automatically to the new destination, so subscribers and regular readers should continue to find previously published pieces without interruption.
For those who want to keep receiving updates, subscription options remain available.
In addition to logistics, the announcement reiterates that posts on Enterprising Investor are the authors’ viewpoints and should not be taken as specific investment advice. CFA Institute emphasizes that these posts reflect individual opinions, which may not align with the organization or authors’ employers. Image credit for the migration notice is attributed to Getty Images / Ascent / PKS Media Inc. Cathy Scott, who leads Research Product and Services at CFA Institute, continues in her role as editor of Enterprising Investor and will oversee the migration.
Table of Contents:
What the move means for members and practitioners
The relocation integrates the blog into a centralized research hub so that practitioners can more readily access peer-reviewed work and policy analysis together with market commentary. The shift is intended to make the blog’s practitioner-oriented material more visible to a wider audience and easier to cite in research. CFA Institute members retain the ability to log professional learning (PL) credits for content consumed on Enterprising Investor, using the online PL tracker to self-report and document learning activities. This continuity ensures that time spent reading remains valuable for ongoing professional development.
Industry highlights: recognitions, milestones, and leadership changes
Separately, a range of professionals and firms shared recent honors and organizational milestones across the legal, advisory, and real estate sectors. Notable recognitions include Miguel Nunez earning two Regional Excellence Awards for 2026 within the Keller Williams Southern California Region, and Channel Wealth surpassing $1 billion in client assets as of November 2026, a milestone celebrated by partners Chris Snowden, Brett Weichbrod, and Justin Anderson. These announcements underscore continued growth and local market commitments among advisory practices.
Awards and peer recognition
Several individuals were singled out by regional business publications and industry lists. Brenda Allison, Danielle Brinkman-Mallare, Crista Hermance, and Barry Kurtz were among those named as Leaders to Know: Trusted Advisors for 2026 by the Los Angeles Business Journal. Heather L. Poole earned placement on So California’s 2026 SuperLawyers list in Immigration law, marking her tenth year on the roster and recognition as a certified specialist. Richard H. Golubow received multiple peer-selected honors, including Southern California Super Lawyer listings for 2026 and inclusion in The Best Lawyers in America®.
Media appearances, civic leadership, and firm initiatives
Media and civic engagement were also prominent. Tim Wright discussed downtown Atlanta developments and office leasing in a January 21, 2026 segment on Atlanta News First. Cody Makela became president of the Santa Barbara Trust for Historic Preservation, creating a first-of-its-kind father-son presidential legacy. Community-focused campaigns and volunteer programs drew notice as well: Withum reported an expansive Withum Week of Caring with thousands of volunteer hours across hundreds of nonprofits, while Craig Muller was recognized as a Five Star Mortgage Professional for the fifteenth consecutive year.
Appointments, hires, and thought leadership
Recent appointments strengthened estate, fiduciary, and legal practices. Nikki Hashemi joined RELAW, APC as lead attorney in estate planning, trust administration, and probate, while Courtney DeSoto and Elise Lampert contributed thought leadership pieces to local legal publications. Sean Andrade was named Co-Chair of the California Minority Counsel Program, reinforcing commitments to equity and inclusion. TSG-HR earned a place on the Financial Times’ 2026 Global 100 list for privately owned HR firms, reflecting broader global recognition for specialized service providers.
These snapshots illustrate how market professionals continue to win peer recognition, expand service offerings, and remain active in their communities. For readers tracking sector talent, leadership shifts, and firm growth, these updates provide a concise summary of recent accolades and strategic moves that may influence client relationships, referral networks, and regional market dynamics.
Where to find more and how to stay connected
Readers who value the blog’s practical analysis are encouraged to subscribe to Enterprising Investor before and after the move, since all posts will remain accessible after the relocation. CFA Institute members should remember that content engagement can be logged as PL credits via the online tracker. For additional context on the professional recognitions summarized here, many items were shared by peer networks and organizations that routinely announce awards, media features, and appointments. Keep an eye on the newly centralized Research and Policy Center for future commentary, journal articles, and research that complements the practitioner-focused work you have come to expect from Enterprising Investor.
