3 minute read
We’re proud to announce that Dunham has been named a finalist in two categories at the ThinkAdvisor 2025 Luminaries Awards - one of the industry’s most respected programs honoring firms and individuals driving innovation and creating lasting impact across financial services.
Dunham was recognized in the Financial Advisory and Asset Management Firms categories for:
- Firm Award – Thought Leadership and Education
- Individual Award – Next-Gen Rising Star
These finalist honors highlight our commitment to advisor education, innovation, and providing the resources financial professionals need to serve clients with confidence.
Our dedication shows through the depth and diversity of educational content and programs we produce - such as:
- “Is Our Industry Prepared for Retirees’ Longer Lifespans?” – An award-nominated research paper by Dunham Executive Vice President Salvatore M. Capizzi, CEPA, examining how extended longevity, compounding inflation, and sequence risk are redefining retirement planning. The paper introduces The Retirement Investment Paradox™ and offers a data-driven framework to help advisors rethink portfolio sustainability (read the white paper here).
- Women of the Golden Rock – A Dunham initiative inspired by the Feminization of Wealth - a global shift projected to see women control nearly $30 trillion by 2030. The program empowers women investors through education, community, and strategic guidance to help them take ownership of growing wealth and build lasting legacies (read the brochure here).
- Saturday Morning Pour - Dunham’s weekly macroeconomic commentary delivering deep, contrarian insights into early-stage trends and emerging themes the mainstream may overlook. This fast-growing publication has become an important read for those who look beyond headlines to uncover what could shape markets next (read our latest edition here).
For over four decades now, Dunham’s delivered forward-looking insights, research-driven content, and personalized support to help advisors grow their practice.
We are honored to be recognized among this year’s distinguished finalists.
You can see the full list of categories and finalists here
Sources:
Disclosures:
This communication is general in nature and provided for educational and informational purposes only. It should not be considered or relied upon as legal, tax or investment advice or an investment recommendation, or as a substitute for legal or tax counsel. Any investment products or services named herein are for illustrative purposes only and should not be considered an offer to buy or sell, or an investment recommendation for, any specific security, strategy or investment product or service. Always consult a qualified professional or your own independent financial professional for personalized advice or investment recommendations tailored to your specific goals, individual situation, and risk tolerance. All examples are hypothetical and are for illustrative purposes only.
About the ThinkAdvisor Luminaries Award
Dunham & Associates Investment Counsel, Inc. was nominated as a finalist for the Think Advisor Luminaries Awards 2025 in the Financial Advisory and Asset Management Firms category. The ThinkAdvisor Luminaries award honors firms that excel at financial and investment innovation by creating new financial products, services, or processes which meet advisor and investor client needs, while delivering efficiency and competitive advantages to industry players via new platforms or other tools. In evaluating entries, multiple factors were taken into consideration, including the nominee’s impact on the firm’, it’s advisors and the broader professional community and industry, as well as on the landscape of clients, prospective clients, investors and would be investors nationwide. Compensation was not received from anyone in exchange for rankings for the nominations.
For more information on the Luminaries Award, please visit
https://event.thinkadvisor.com/luminaries-awards/criteria .
Dunham & Associates Investment Counsel, Inc. is a Registered Investment Adviser and Broker/Dealer. Member FINRA / SIPC. Advisory services and securities offered through Dunham & Associates Investment Counsel, Inc. Trust services offered through Dunham Trust Company, an affiliated Nevada Trust Company.