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.
An 86-year-old from Dallas tried to withdraw funds from his account, but Edward Jones invoked a FINRA-backed temporary lockout before he eventually left for Merrill Lynch.
The boutique practice brings $700 million in client assets and opens a new Northeast office for the California-headquartered firm.
Founder-led 32 North Wealth brings four partners to the hybrid RIA while extending its record of attracting Wells Fargo breakaways.
Firm admits repeated Bank Secrecy Act violations after regulators say it missed the same kind of wire-monitoring failures flagged in 2018.
The proposals extend a wave of regulatory relief in 2026 that has already loosened capital requirements for community banks.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
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