Entries for InvestmentNews’ first-ever Rising Stars are welcome until Friday, July 26.
Young financial advisors and wealth management professionals under 35 still have the time to put their names forward or nominate a colleague for this inaugural list. This marketing opportunity can heighten one’s professional standing in this ever-competitive industry.
To be recognized, complete your details via this online form.
The winners will be selected with the assistance of an independent advisory panel from Blue Ocean Global Wealth, Oakmark Funds, Kitces.com, Pioneer Wealth Management Group, Sovereign Financial Group, Inc, and Fidelity Institutional and featured on the InvestmentNews website in November.
Fintech platform interVal has also introduced a new feature to help advisors support entrepreneurial business owner clients better.
Along with greater revenue, alternative investments also carry risks, one industry lawyer noted.
President Jeff Dobyns unpacks the strategic power of mentorship, what makes an "ideal team player," and how the firm's 89 percent success rate has paid off for veteran advisors.
The Fed chair is in for some "hyper-charged" meetings, with legislators likely to raise questions on tariff threats and apparent steps to comply with anti-DEI orders.
A new article about baby boomers supporting their adult children has wealth managers buzzing.
From 'no clients' to reshaping wealth management, Farther blends tech and trust to deliver family-office experience at scale.
Blue Vault features expert strategies to harness for maximum client advantage.
