The InvestmentNews Awards returns for its second year to recognize the individuals and organizations leading the future of the US wealth management industry.
With nominations open to financial advisors, brokerages, asset managers, fund providers, service providers, and more, this year’s process drew an impressive range of entrants from across the profession.
Following a months-long process – including open nominations, independent research, and excellence awardee submissions – the 2025 Excellence Awardees have been named. These finalists represent the highest standards of leadership, innovation, and impact across the wealth management space.
This year, the individual award categories include:
The awards will also highlight outstanding organizations, with categories including:
Each excellence awardee was invited to complete a detailed submission addressing specific category criteria. These submissions are now in the hands of an independent judging panel composed of industry leaders and senior representatives, whose assessment process is impartial, incisive, and fair.
Judging and voting are currently underway and will conclude this May.
Winners will be officially announced at the InvestmentNews Awards ceremony, hosted by Gregg Greenberg, retirement & planning editor and multimedia anchor for InvestmentNews, on June 24, 2025, at the Edison Ballroom in New York City.
The winning individuals and organizations will also be included on the official InvestmentNews Awards website.
The 2025 InvestmentNews Awards stands as a testament to the strength, resilience, and innovation within the wealth management profession—and the individuals and organizations helping to chart its next chapter.
To view the full list of Excellence Awardees, click here.
Nine-month electronic trading freeze and share lending program at the center of dismissed claim.
Meanwhile, Rossby Financial's leadership buildout rolls on with a new COO appointment as Balefire Wealth welcomes a distinguished retirement specialist to its national network.
With a smaller group of companies driving stock market performance, advisors must work more intentionally to manage concentration risks within client portfolios.
Professional athletes are often targets of scam artists and are particularly vulnerable to fraud.
The brokerage giant tells Wall Street it will use artificial intelligence to reach clients it has never been able to serve — and turn the technology's perceived threat into a competitive edge.
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
