The legacy of InvestmentNews as the trusted resource to the advice community presents the staff with a unique responsibility that we cherish. Legacy is a dangerous word because it implies a dependence on the past. But the strength of IN’s legacy is that we have always kept our eyes forward, focused on the future of the industry.
Most recently, we announced our 40 Under 40 in the June 29 issue, where we highlighted the latest group of young advisers driving the industry forward. And now we have begun accepting nominations for our sixth annual InvestmentNews Women to Watch recognition program, where we highlight the women who will carry the advice community in the years to come.
The leaders we are looking for willingly share their expertise with others in the industry, especially other women, and give back to their communities. Each year, the class is chosen by an InvestmentNews selection committee out of hundreds of nominations, and we share the stories of the exciting paths they took while building successful careers in the male-dominated financial services industry.
Are there women you know, maybe even at your firm or organization, who fulfill these criteria? If so, please tell us about their efforts. The nomination period ends Sept. 7, and we will announce the winners in November.
Canadian stocks are on a roll in 2025 as the country prepares to name a new Prime Minister.
Two C-level leaders reveal the new time-saving tools they've implemented and what advisors are doing with their newly freed-up hours.
The RIA led by Merrill Lynch veteran John Thiel is helping its advisors take part in the growing trend toward fee-based annuities.
Driven by robust transaction activity amid market turbulence and increased focus on billion-dollar plus targets, Echelon Partners expects another all-time high in 2025.
The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.
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.
