InvestmentNews is proud to present its first annual InvestmentNews Awards, which aims to shine a spotlight on standout finance professionals who have elevated their work, reputations, and the industry as a whole.
The event will take place on Thursday, June 20, 2024 at 583 Park Avenue, New York.
We encourage you to participate by nominating yourself, colleagues, or organization in a variety of categories. Nominations are now open.
In the individual section, categories include Advisor of the Year, CEO of the Year, and DEI Trailblazer of the Year, while organizational section includes RIA Team of the Year (10 Advisors or More), RIA Team of the Year (Under 10 Advisors), Employer of Choice, and Asset Manager of the Year. Click here for a full rundown of the 17 awards categories.
Winners will be selected by an independent judging panel. Details of the methodology can be found here.
Nominations are open until March 1, 2024 and Excellence Awardees (finalists) will be announced in InvestmentNews.
A private partnership, Edward Jones is a giant in the retail brokerage industry with more than 20,000 financial advisors.
Meanwhile, Raymond James and Tritonpoint Partners separately welcomed father-son teams, including a breakaway from UBS in Missouri.
Paul Atkins has asked staff to solicit public comment on novel ETFs, pausing the clock on as many as 24 filings linked to the booming event contracts market.
From 401(k)s to retail funds, Deloitte sees private equity and credit crossing into mainstream investing on two fronts at once.
Big-name defections from Morgan Stanley, UBS, and Merrill Lynch headline a busy two weeks of recruiting for the wirehouse.
Wellington explores how multi strategy hedge funds may enhance diversification
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