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!
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
