Young professionals are playing an increasingly important role in shaping the future of wealth management, bringing fresh perspectives, strong performance, and emerging leadership to the industry.
But who are the rising leaders already driving this change?
InvestmentNews’ Rising Stars 2026 recognizes exceptional professionals aged 40 and under across America who are making significant contributions to wealth management.
Nominees should demonstrate strong performance, leadership, and commitment in their roles, while also contributing beyond their core responsibilities through meaningful initiatives, measurable results that support growth or innovation, and positive impact within their organization or the wider industry.
Help us spotlight emerging leaders by submitting your nomination before entries close on Friday, June 12.
The 2026 winners, proudly supported by the National Association of Insurance and Financial Advisors, will be selected with guidance from an independent advisory panel and announced on the website this October.
As Goldman Sachs tightens rules on event contract trading, RIAs and hedge funds are weighing their own policies
Meanwhile, Wells Fargo lures defectors from UBS and JPMorgan to expand in the East Coast, while another bank aligns itself with RayJay's financial institutions division.
New research suggests AI-exposed workers over 55 are leaving jobs more often than before ChatGPT’s rise.
Agentic AI is landing in trading, treasury and wealth management roles across major banks, with advisory functions as the next frontier.
Wells Fargo affiliate and women-focused wealth firm both promote leadership as they scale advisor support.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
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
