Once again, InvestmentNews is proud to share its list of 40 of the best and brightest of our industry’s next generation.
As has been the case since the inception of the 40 Under 40 program, as we judged this year’s nominees, we found ourselves overwhelmed by the quality of candidates. The total 2021 crop of candidates was a hefty multiple of the 40 who were ultimately selected, covering the full spectrum of eligible ages and hitting every corner of the industry. Like so much of the market, there is a preponderance of RIAs, but the honorees represent the full range of the industry — from wirehouses to tech firms and even a regulator.
These 40 embody the increasing diversity of the financial advice community and reflect the industry’s expansion to work with underserved communities and groups that can reap the benefits of their expertise.
Keep an eye on these young stars. Add them on LinkedIn and follow their next moves. History shows that this group has only just begun to make its mark. And if you have any question, look at last year’s winners. They’ve done great work during a wild year, taking leadership positions in crypto, marketing and diversity — and they aren’t done yet.
We salute this year’s class for renewing the sense of inspiration we can all derive just by observing people doing good and doing well.
Business owners and their heirs may be making assumptions instead of having conversations, creating challenges for succession planning, according to new research.
The Kansas-based mega-RIA is giving clients access to dedicated care coaches as new surveys show caregiving duties are straining Americans' finances.
Aspen's affiliated RIAs now manage $15 billion after the New York-based platform added Kalamazoo-based CWS Financial Advisors.
The Chicago-based mega-RIA's latest additions, spanning six office locations and over 40 team members, pushes its W-2 platform assets to roughly $35 billion.
With most of the Great Wealth Transfer set to arrive in their hands, it's time women embraced the generational opportunity to step into their financial independence.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
