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.
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.
