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 management unit sees inflows of $23 billion.
Deal will give US investment bank a foothold in lucrative European market.
New report examines the impact that the initiative has had on philanthropy.
Few feel confident that they will meet their retirement goals.
Catch-up contributions, required minimum distributions, and 529 plans are just some of the areas the Biden-ratified legislation touches.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
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.
