InvestmentNews is looking for the country’s most successful young professionals for the second annual Rising Stars. This special report will recognize driven and hardworking superstars, 40 and under, who are future leaders in the industry.
The showcase is an opportunity to highlight your dedication and achievements in the early stages of your career. All it takes to be recognized is to send a nomination here.
The winners will be selected with the assistance of an independent advisory panel from Company name and featured on the InvestmentNews website in October.
Nominations close on Friday, June 13.
The financial advice industry has been facing inquiries into its cash sweep programs for years now.
Investor money allegedly went to strip clubs, exotic cars, and landscaping
Procyon adds $415 million in assets under management in New Jersey while Savant picks up a $213 million Southern California planning firm
With a growing number of real estate-rich Baby Boomers aging into retirement, some advisors may be failing to consider all the options available for those clients' assets.
Cornerstone Advisors study reveals compliance bottlenecks stall campaigns weeks after customer opportunities close.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains