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!
The advisors on the move include two brothers leading a family practice in Connecticut, and a husband-and-wife tandem working with business owners in the West Coast.
Business owners and their heirs may be making assumptions instead of having conversations, creating challenges for succession planning, according to new research.
The Kansas-based mega-RIA is giving clients access to dedicated care coaches as new surveys show caregiving duties are straining Americans' finances.
Aspen's affiliated RIAs now manage $15 billion after the New York-based platform added Kalamazoo-based CWS Financial Advisors.
The Chicago-based mega-RIA's latest additions, spanning six office locations and over 40 team members, pushes its W-2 platform assets to roughly $35 billion.
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
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
