Best is yet to come with 40 Under 40

JUN 08, 2014
By  MFXFeeder
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

Raymond James, Osaic laud new bank partnerships
Raymond James, Osaic laud new bank partnerships

A Texas-based bank selects Raymond James for a $605 million program, while an OSJ with Osaic lures a storied institution in Ohio from LPL.

Bessent backpedals after blowback on 'privatizing Social Security' comments
Bessent backpedals after blowback on 'privatizing Social Security' comments

The Treasury Secretary's suggestion that Trump Savings Accounts could be used as a "backdoor" drew sharp criticisms from AARP and Democratic lawmakers.

Alternative investment winners and losers in wake of OBBBA
Alternative investment winners and losers in wake of OBBBA

Changes in legislation or additional laws historically have created opportunities for the alternative investment marketplace to expand.

Financial advisors often see clients seeking to retire early; Here's what they tell them
Financial advisors often see clients seeking to retire early; Here's what they tell them

Wealth managers highlight strategies for clients trying to retire before 65 without running out of money.

Robinhood beats Q2 profit estimates as business goes beyond YOLO trading
Robinhood beats Q2 profit estimates as business goes beyond YOLO trading

Shares of the online brokerage jumped as it reported a surge in trading, counting crypto transactions, though analysts remained largely unmoved.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

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.