The InvestmentNews Awards are returning to the heart of Manhattan on June 24, 2025, bringing the wealth management industry’s elite together for an evening of recognition, inspiration, and celebration at the iconic Edison Ballroom.
Now in its second year, the awards have already become a marquee moment in the financial services calendar. Backed by InvestmentNews and powered by Key Media, this red-carpet gala will honor the trailblazers, game-changers, and future leaders who are reshaping the wealth management profession in North America.
The momentum is already building. This year’s Excellence Awardees have been announced across more than 20 fiercely contested categories, showcasing a powerful cross-section of top advisors, forward-thinking firms, and technology innovators.
Winning an InvestmentNews Award is more than a moment in the spotlight – it’s a career-defining milestone. It signals to clients, peers, and partners that your work stands at the pinnacle of excellence in the industry.
Just ask Franklin Templeton, who took home the title of Asset Manager of the Year in 2024. Or Raymond James Financial Services, recognized as Broker-Dealer/Custodian of the Year – recognition of their long-standing commitment to excellence and innovation.
The recognition resonated far beyond the ballroom. According to those firms, it amplified their brand authority, inspired greater trust among clients, and helped deepen key strategic partnerships across the wealth space. These are the kinds of victories that matter. And in 2025, the race is back on.
The 2025 award categories include a wide mix of individual and organizational honors, such as:
Individual Awards, Advisor of the Year – Alternative Investments, NextGen Advisor of the Year & Lifetime Achievement in the Wealth Management Industry. Including Organizational Awards - RIA Firm of the Year, Employer of Choice & DEI Organizational Effort of the Year
These aren’t just trophies – they’re endorsements of credibility, creativity, and impact. The judges are watching for those who are pushing the envelope, embracing change, and delivering real results for clients and communities.
This year’s event promises to be bigger, bolder, and more dazzling than ever.
Guests will enjoy a high-energy cocktail reception, followed by a black-tie dinner banquet and the highly anticipated awards ceremony – all set against the glitz and glamour of New York’s legendary Edison Ballroom.
Live entertainment will elevate the atmosphere, including musical performances and post-awards celebrations that will keep the energy going late into the evening. It’s not just a ceremony – it’s an experience.
Registration is open, with individual tickets and full tables available for wealth professionals, nominees, and their teams. Each ticket includes:
This is your chance to connect with the best in the business, celebrate achievement, and potentially walk away with one of the industry’s most coveted honors.
🎟️ Click here to register and explore all the key details – from categories and nominees to seating and sponsorship.
Mayer Brown, GWG's law firm, agreed to pay $30 million to resolve conflict of interest claims.
Orion adds new model portfolios and SMAs under expanded JPMorgan tie-up, while eMoney boosts its planning software capabilities.
National survey of workers exposes widespread retirement planning challenges for Gen Z, Millennials, Gen X, and Boomers.
While the choice for advisors to "die at their desks" might been wise once upon a time, higher acquisition multiples and innovations in deal structures have created more immediate M&A opportunities.
A father-son pair has joined the firm's independent arm in Utah, while a quartet of planning advisors strengthen its employee channel in Louisiana.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
