The great and good of the US wealth management profession will come together to celebrate its best in class at the inaugural InvestmentNews Awards on June 20, 2024. And to whet the appetite, we are delighted to announce this year's full list of Excellence Awardees.
The winners will be selected from the list of finalists in each category by InvestmentNews’ independent panel of expert judges.
The event will be held at the prestigious 583 Park Avenue venue in New York City and will be hosted by Kerry Barrett, Emmy-winning anchor, host and on-camera expert, who is known for helping business owners, executives and teams overcome a debilitating fear of public speaking.
"At InvestmentNews, we want to celebrate our industry in style and recognize the outstanding work done by its leading lights," says James Burton, managing editor. "What better way to do that than by bringing everyone together for a glitzy event on Park Avenue.
"The list of excellence awardees represent an outstanding collection of the industry's most dedicated, diligent, and diverse individuals and organizations. We look forward to seeing you in June."
Congratulations to all of the InvestmentNews Awards excellence awardees – the full list can be found here.
With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.
Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
