The fourth annual InvestmentNews’ Rising Stars is now accepting nominations, honoring the next generation of wealth management professionals aged 40 and under across the United States.
This prestigious recognition celebrates emerging leaders making their mark through consistent high performance, strong leadership, and a clear commitment to excellence in their roles.
Beyond day-to-day success, nominees will also be assessed on their broader impact across the industry. This includes their professional achievements, leadership influence, and contributions beyond their core responsibilities, such as mentorship, collaboration, and active engagement within the industry.
Know an exceptional rising talent in your network? Or could it be you?
Submit your nomination and help spotlight the professionals driving the industry forward.
Nominations are open until Friday, June 12.
The 2026 Rising Stars, 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.
Getting a client into a fund has never been easier – but after that, the hardest part is yet to come.
A former NYLIFE Securities rep was permanently barred after using internet-enabled glasses to cheat on the Series 6 exam
Both of Vanguard's acquisitions have targeted the RIA industry, but the first ended in a legal settlement just weeks before buying Altruist.
Chris Davitt and Anupam Singh bring institutional recruiting muscle to a firm built for advisors chasing equity and independence.
Appointment continues a wave of AI leadership hires reshaping wealth management as advisory firms race to build out digital and data infrastructure.
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