A 40 Under 40 for 2020

A 40 Under 40 for 2020
The 2020 winners hail from the traditional arenas of RIAs, wirehouses, insurance companies and broker-dealers, but we also from academia, fintech and public relations
JUN 28, 2020

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!

Latest News

Maryland bars advisor over charging excessive fees to clients
Maryland bars advisor over charging excessive fees to clients

Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.

Wave of SEC appointments signals regulatory shift with implications for financial advisors
Wave of SEC appointments signals regulatory shift with implications for financial advisors

Reshuffle provides strong indication of where the regulator's priorities now lie.

US insurers want to take a larger slice of the retirement market through the RIA channel
US insurers want to take a larger slice of the retirement market through the RIA channel

Goldman Sachs Asset Management report reveals sharpened focus on annuities.

Why DA Davidson's wealth vice chairman still follows his dad's investment advice
Why DA Davidson's wealth vice chairman still follows his dad's investment advice

Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.

401(k) participants seek advice, but few turn to financial advisors
401(k) participants seek advice, but few turn to financial advisors

Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.

SPONSORED RILAs bring stability, growth during volatile markets

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.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave