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.
&Partners has also added a $357 million Texas family practice, while Janney recruits a $250 million Edward Jones advisor in Miami
Linda Patel will lead J.P. Morgan Advisors in Florida and Georgia as Bank of America adds nonprofit specialists in New York
Interval funds and other semi-liquid or illiquid products are typically two to three times more expensive than plain vanilla stock or bond mutual funds or exchange-traded funds.
The royalty statements looked normal - until someone checked the electronic files.
They allegedly fabricated SEC certificates to dupe investors.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
