This week’s issue marks the seventh annual InvestmentNews 40 Under 40 awards, and it is with great pride that I point you toward Page 10, where you will find the latest class.
Reviewing these winners should inspire anyone that follows the industry closely to feel pride and hope for the future. These rising stars represent the next generation of the financial advice community in every way. As leaders they inspire their peers and give back to their communities — behaviors that we should always celebrate.
The 2020 winners hail from the traditional arenas of RIAs, wirehouses, insurance companies and broker-dealers, but we also have winners from academia, fintech and public relations. This impressive breadth shows us that the industry isn’t dependent on just one avenue for future talent.
In a unique year, we had to create a cover image that captures the unusual circumstances 2020’s winners are facing. In years past, the InvestmentNews team has organized a formal photo shoot, but the pandemic inspired creativity.
So, please, review and enjoy the cover images, where you’ll see many of our winners at work in their homes. As we all negotiate the new normal, who can’t empathize with a toddler needing attention during a call or leading a cheer with a Slinky. This group is unique, and so is their time.
Congratulations to all!
Wealth Consulting Group, Coastline and Maridea report fresh capital, acquisitions and asset growth as advisor M&A keeps climbing
Carson Group's Dani Fava, Jason Pereira of Woodgate Financial, and Sally George of Convergency Partners led the raise as the growth-tech startup builds out its AI platform and leadership bench.
New teams from William Blair, Ameriprise and UBS bring more than $560 million in combined client assets to the firm's employee and independent channels.
Regulators this year approved UBS Bank USA’s conversion to a nationally chartered bank.
How a subprime lender’s car-loan bonds allegedly unraveled before bankruptcy.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
