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.
In a constant fight over control of clients, the financial advice industry has a long history of such allegations and disputes.
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
Meanwhile, &Partners has drawn another Wells Fargo team based in Missouri, while an experienced South Carolina advisor has returned to Cetera from LPL.
Faulty Forms 1099 and account statements reportedly left some Vanguard brokerage customers overpaying or underpaying taxes for over a decade.
The democratization of ETFs cuts both ways
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
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
