InvestmentNews' 2021 class of 40 Under 40

InvestmentNews' 2021 class of 40 Under 40
Our 40 Under 40 project, now in its eighth year, highlights young talent in the financial advice industry. The profiles of these individuals illustrate the tremendous potential of those coming up in the profession. Their stories will surprise, entertain, educate and inspire.
JUN 07, 2021

Latest News

GPB, the priest and a get out of jail card
GPB, the priest and a get out of jail card

Just how much does it cost for a financial advice exec to stay out of prison?

St. Louis pension fund sues FS/KKR advisor over alleged excessive fees
St. Louis pension fund sues FS/KKR advisor over alleged excessive fees

The advisor both prices FSK's private loans and gets paid on those prices, the suit claims

SEC moves to make electronic delivery the default for investor disclosures
SEC moves to make electronic delivery the default for investor disclosures

The proposal would end decades of paper-first delivery rules, but keeps a paper opt-out and draws early praise from fund and annuity industry groups.

Trump accounts could encompass every US family, 70 million children, says IRS chief
Trump accounts could encompass every US family, 70 million children, says IRS chief

The Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.

Creative Planning bolsters commercial insurance arm with Lovell deal
Creative Planning bolsters commercial insurance arm with Lovell deal

The Kansas-based RIA giant's latest purchase extends a run of specialized acquisitions that has defined its growth strategy through 2026.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

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