The great and good of the US wealth management profession will come together to celebrate its best in class at the inaugural InvestmentNews Awards on June 20, 2024. And to whet the appetite, we are delighted to announce this year's full list of Excellence Awardees.
The winners will be selected from the list of finalists in each category by InvestmentNews’ independent panel of expert judges.
The event will be held at the prestigious 583 Park Avenue venue in New York City and will be hosted by Kerry Barrett, Emmy-winning anchor, host and on-camera expert, who is known for helping business owners, executives and teams overcome a debilitating fear of public speaking.
"At InvestmentNews, we want to celebrate our industry in style and recognize the outstanding work done by its leading lights," says James Burton, managing editor. "What better way to do that than by bringing everyone together for a glitzy event on Park Avenue.
"The list of excellence awardees represent an outstanding collection of the industry's most dedicated, diligent, and diverse individuals and organizations. We look forward to seeing you in June."
Congratulations to all of the InvestmentNews Awards excellence awardees – the full list can be found here.
A private partnership, Edward Jones is a giant in the retail brokerage industry with more than 20,000 financial advisors.
Meanwhile, Raymond James and Tritonpoint Partners separately welcomed father-son teams, including a breakaway from UBS in Missouri.
Paul Atkins has asked staff to solicit public comment on novel ETFs, pausing the clock on as many as 24 filings linked to the booming event contracts market.
From 401(k)s to retail funds, Deloitte sees private equity and credit crossing into mainstream investing on two fronts at once.
Big-name defections from Morgan Stanley, UBS, and Merrill Lynch headline a busy two weeks of recruiting for the wirehouse.
Wellington explores how multi strategy hedge funds may enhance diversification
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management