InvestmentNews 40 Under 40 now taking nominations for 2015 awards

A winner from the inaugural season shares the difference it can make in an adviser's life.
MAR 02, 2015
Before you think InvestmentNews' 40 Under 40 project is just another nomination, award or list, I have news for you: It is more than that. Why, you may ask? Take it from someone who was chosen for the inaugural class last year. In my experience, it is 40 young professionals — all under age 40 — from across the financial advice industry, in different fields with different insights to share. They include leaders challenging the way we do business, breaking old paradigms into new, creating new lenses by which we serve clients, mentoring those in the next generation and inspiring an industry to think bigger. Our industry will be changed because people of this caliber played a significant role in creating the future of the profession. (Nominate your candidate for the 2015 InvestmentNews 40 Under 40) Being on this list is not only an honor, but an opportunity. These young stars gain a platform to tell their story and raise their voices both individually and collectively. They are instantly a part of this dynamic community of 39 other professionals with whom they can collaborate (and the list of alumni only grows each year). It is a strong reference for their brand in a crowded investment world. These are only a few of the benefits for those chosen, and for the profession at large. (More: See the inaugural InvestmentNews 40 Under 40 class) So take the time to nominate a peer, your adviser, someone who changed the game for your business or constantly challenges the status quo. They will receive the honor and we as a community will hear their voice — leaving a lasting impact. Jennifer Kenning is a member of the inaugural InvestmentNews 40 Under 40 class, and is managing director of Align, a new joint venture of independent wealth management firms Abacus Wealth Partners and Aspiriant, which offers philanthropic strategy and impact investment portfolios to clients and their financial advisers.

Latest News

Ameriprise, advisor on the hook to pay Edward Jones $4.7 million in trade secrets lawsuit.
Ameriprise, advisor on the hook to pay Edward Jones $4.7 million in trade secrets lawsuit.

In a constant fight over control of clients, the financial advice industry has a long history of such allegations and disputes.

Powering retirement for Wall Street
Powering retirement for Wall Street

Retirement fintech Vestwell has hit profitability and $200 million in annual recurring revenue, powering savings programs for 750,000 employers and Wall Street’s biggest firms

Advisor moves: LPL welcomes back RayJay advisor trio in Texas
Advisor moves: LPL welcomes back RayJay advisor trio in Texas

Meanwhile, &Partners has drawn another Wells Fargo team based in Missouri, while an experienced South Carolina advisor has returned to Cetera from LPL.

FINRA fines Vanguard $950,000 over decade of cost basis errors
FINRA fines Vanguard $950,000 over decade of cost basis errors

Faulty Forms 1099 and account statements reportedly left some Vanguard brokerage customers overpaying or underpaying taxes for over a decade.

More ETFs, more opportunity, more homework
More ETFs, more opportunity, more homework

The democratization of ETFs cuts both ways

SPONSORED In the Age of AI, Trust Becomes the Advisor's Greatest Asset

As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains