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Christian Richards III, president and senior wealth advisor at Richards, Lathrop & Associates is redefining wealth management through personalized planning and concierge-level service for every client, regardless of assets
Special Reports

Christian Richards III, president and senior wealth advisor at Richards, Lathrop & Associates is redefining wealth management through personalized planning and concierge-level service for every client, regardless of assets

Oct 30, 2026

Recognized as an InvestmentNews Rising Stars 2026 honoree, Christian Richards III stands apart for a firm philosophy rooted in community-first values and equal access, shaped by a non-traditional path from data entry to firm founder, and a belief that the people who need financial guidance most are too often the ones least served by the industry.

IN THE NASDAQ
Here’s how Sagard helps advisors navigate private markets
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Here’s how Sagard helps advisors navigate private markets

Wells Fargo strategist highlights ways to rebalance portfolios ahead of potential volatility
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Wells Fargo strategist highlights ways to rebalance portfolios ahead of potential volatility

Prudential study highlights spending challenges in retirement
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Prudential study highlights spending challenges in retirement

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The bond market is bigger than the benchmark
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Freedom Dumlao of Vestmark is at the forefront of advancing technology solutions that help wealth management firms navigate an evolving industry
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Freedom Dumlao of Vestmark is at the forefront of advancing technology solutions that help wealth management firms navigate an evolving industry

Ruggie on AI, private markets, and the bubble he sees coming
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Ruggie on AI, private markets, and the bubble he sees coming

Editorial board
Volatility and opportunity: inside today’s market reset
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Volatility and opportunity: inside today’s market reset

IN DEI Editorial Board: Effective strategies for overcoming gender bias in the financial industry 
Dec 17, 2024 Editorial board

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Special Reports
Christian Richards III, president and senior wealth advisor at Richards, Lathrop & Associates is redefining wealth management through personalized planning and concierge-level service for every client, regardless of assets
Oct 30, 2026 Special Reports

Christian Richards III, president and senior wealth advisor at Richards, Lathrop & Associates is redefining wealth management through personalized planning and concierge-level service for every client, regardless of assets

The support behind better financial decisions for clients
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The support behind better financial decisions for clients

How innovation is transforming retirement planning through modern annuity solutions
Oct 20, 2026 Special Reports

How innovation is transforming retirement planning through modern annuity solutions

Gameday
Envestnet Elevate 2024 - New portfolio management tools offer advisors superior insights for clients, says Envestnet group president
Jun 17, 2024 Gameday

Envestnet Elevate 2024 - New portfolio management tools offer advisors superior insights for clients, says Envestnet group president

Envestnet Elevate 2024 - Cannon Financial’s Phil Buchanan explains how to identify the needs of high-net-worth investors
Jun 17, 2024 Gameday

Envestnet Elevate 2024 - Cannon Financial’s Phil Buchanan explains how to identify the needs of high-net-worth investors

Envestnet Elevate 2024 - Technology can help advisors attract more high-net-worth clients, says Eagle Strategies CEO
Jun 17, 2024 Gameday

Envestnet Elevate 2024 - Technology can help advisors attract more high-net-worth clients, says Eagle Strategies CEO

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Boston brings the energy as advisors flock to Schwab IMPACT 2026

Fire Capital's award-winning formula: family, trust, and no AUM targets
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Fire Capital's award-winning formula: family, trust, and no AUM targets

A night to celebrate the best in wealth management: InvestmentNews Awards 2026
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A night to celebrate the best in wealth management: InvestmentNews Awards 2026