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.
The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.
UBS has a history of costly litigation stemming from the sale of volatile investment products.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline