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.
Eliseo Prisno, a former Merrill advisor, allegedly collected unapproved fees from Filipino clients by secretly accessing their accounts at two separate brokerages.
The Harford, Connecticut-based RIA is expanding into a new market in the mid-Atlantic region while crossing another billion-dollar milestone.
The Wall Street giant's global wealth head says affluent clients are shifting away from America amid growing fallout from President Donald Trump's hardline politics.
Chief economists, advisors, and chief investment officers share their reactions to the June US employment report.
"This shouldn’t be hard to ban, but neither party will do it. So offensive to the people they serve," RIA titan Peter Mallouk said in a post that referenced Nancy Pelosi's reported stock gains.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
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.
