Entries for InvestmentNews’ first-ever Rising Stars are welcome until Friday, July 26.
Young financial advisors and wealth management professionals under 35 still have the time to put their names forward or nominate a colleague for this inaugural list. This marketing opportunity can heighten one’s professional standing in this ever-competitive industry.
To be recognized, complete your details via this online form.
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.
Sam Su worked at UBS Financial Services in San Francisco from 2008 to 2023 before jumping to Morgan Stanley.
Wealthspire’s Ground Control is also expanding in London, adding a business manager focused on music and global touring
The REIT allegedly promised investors a fix while the problem grew by $200M.
Fund categories are a useful starting point – but they can hide meaningful differences.
New Lifetime Blend+ suite aims to help 401(k) savers build retirement income beyond traditional public market allocations.
Growing wealth, evolving priorities, and untapped opportunities are reshaping how women approach long-term investing.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
