InvestmentNews is proud to present its first annual InvestmentNews Awards, which aims to shine a spotlight on standout finance professionals who have elevated their work, reputations, and the industry as a whole.
The event will take place on Thursday, June 20, 2024 at 583 Park Avenue, New York.
We encourage you to participate by nominating yourself, colleagues, or organization in a variety of categories. Nominations are now open.
In the individual section, categories include Advisor of the Year, CEO of the Year, and DEI Trailblazer of the Year, while organizational section includes RIA Team of the Year (10 Advisors or More), RIA Team of the Year (Under 10 Advisors), Employer of Choice, and Asset Manager of the Year. Click here for a full rundown of the 17 awards categories.
Winners will be selected by an independent judging panel. Details of the methodology can be found here.
Nominations are open until March 1, 2024 and Excellence Awardees (finalists) will be announced in InvestmentNews.
“There was also cash moving off the sidelines,” one Merrill executive noted.
Wealth managers watch as Apple and NVDA battle it out for the title of the world's largest company.
The PE-backed wealth giant is welcoming the veteran with over 20 years of experience to help lead its next phase of growth.
The Cincinatti firm reportedly missed multiple signs that the errant advisor misappropriated $728k from clients to fund his gambling, pay personal expenses, and repay other investors.
Broadridge industry survey unpacks sentiments and gaps around active ETFs, alts, indexing solutions, and AI adoption.
Discover the award-winning strategies behind Destiny Wealth Partners' client-centric approach.
Morningstar’s Joe Agostinelli highlights strategies for advisors to deepen client engagement and drive success