InvestmentNews is looking for the country’s most successful young professionals for the inaugural Rising Stars. This special report will recognize driven and hardworking superstars, 40 and under, who are future leaders in the industry.
The showcase is an opportunity to highlight your dedication and achievements in the early stages of your career. All it takes to be recognized is to send a nomination here.
The winners will be selected with the assistance of an independent advisory panel from Blue Ocean Global Wealth, Oakmark Funds, Kitces.com, Pioneer Wealth Management Group, Sovereign Financial Group, Inc, and Fidelity Institutional and featured on the InvestmentNews website in November.
Nominations close on Friday, July 26.
Winners will be published on thewebsite in November.
Two RIAs expand their geographic footprints with deals in New York's Capital Region and coastal Alabama.
A 27-year Merrill veteran, Florida advisors, and a trio of New Jersey advisors just moved to new platforms.
Broker-dealer expands its model portfolio platform with modular building block strategies designed to give advisors greater customization at scale.
The mega-RIA with roughly $160 billion in client assets remains firmly in acquisition mode amid rumors of private equity giants vying to scoop it up.
Record annuity demand for principal protection collides with the most hawkish Fed dissent since 2016.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
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
