Best is yet to come with 40 Under 40

JUN 08, 2014
The excitement and energy in the room was not only palpable but contagious. I'm talking about the luncheon we held last week at our offices in New York for our inaugural class of 40 Under 40s. As soon as I walked into the room and scanned the crowd of young, engaging and very sharply dressed people — all laughing, talking and exchanging business cards — I felt like an underachiever ... a very old underachiever, at that. Though our 40 honorees span the country, more than half were able to attend our luncheon. I am not going to call out any specific honorees by name. No, to find out who we picked, you'll have to come to our website on June 23 or read the print edition of InvestmentNews that week. But let me just say that you'll be impressed. Some honorees no doubt will be folks you already know from reading InvestmentNews. But I hope most are people you'll be meeting for the first time.

GREAT POOL

We had a terrific pool of candidates to choose from. When we began accepting nominations for 40 Under 40 in March, I remember thinking that we would be lucky to receive more than a couple of hundred nominations. Five hundred nominations, I thought, would be out of this world. In the end, we received nearly 1,200 qualified nominations. So picking just 40 was no easy task. But we sifted through each submission and did our own research. In the end, we picked the best and brightest among the exceptional young talent within the financial advice industry. We are working hard at InvestmentNews to put out a 40 Under 40 that will blow you away. Over the next two weeks, the entire newsroom — from our reporters and editors to our art department and website developers — will be focused on this project. Stay tuned. [email protected], Twitter: @fredpgabriel

Latest News

WallStreetBets takes on the SEC — and makes a surprisingly sharp case
WallStreetBets takes on the SEC — and makes a surprisingly sharp case

The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.

Stratos Wealth Holdings closes 11 acquisitions in push for advisory scale
Stratos Wealth Holdings closes 11 acquisitions in push for advisory scale

RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.

Beyond wealth management: Why the future of advice is becoming more human
Beyond wealth management: Why the future of advice is becoming more human

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

Shareholder sues FS KKR Capital board, alleges NAV and dividend cover-up
Shareholder sues FS KKR Capital board, alleges NAV and dividend cover-up

Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.

UBS loses $1.2 million arbitration claim linked to variable annuities and margin
UBS loses $1.2 million arbitration claim linked to variable annuities and margin

UBS has a history of costly litigation stemming from the sale of volatile investment products.

SPONSORED Beyond wealth management: Why the future of advice is becoming more human

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

SPONSORED Durability over scale: What actually defines a great advisory firm

Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline