I Am 40 Under 40

InvestmentNews introduces 40 top advisers and associated professionals in the financial planning industry under age 40

40 Under 40

I am a Leader

40 Under 40

I am a Trailblazer

Trail Blazers

I am an Entrepreneur

40 Under 40

I am a Visionary

40 Under 40

I am an Idealist

40 Under 40

Meet the Leaders

Whether in their own firms or in their communities, these young people are leading the charge toward innovation in financial planning, bringing new opportunities to advisers and clients alike. Here, they share the best leadership advice they’ve received in their careers.

Meet the Trailblazers

This group doesn’t subscribe to groupthink. They are spearheading new ways of practicing and delivering financial advice — in some cases reaching populations previously considered unprofitable to serve. We ask them about the most unique and unusual ideas they’ve had.

Meet the Entrepreneurs

In addition to helping clients reach their financial goals, some in the advice industry face the challenge of running a business or a team. Others have started companies to support this pursuit. These young people are flourishing amid the balancing act — and some got an early start.

Meet the Visionaries

It’s not about what is, but what will be — and what can be — the future of the financial planning industry for this group of forward-looking advisers, educators and executives. Their insights pull the rest of the profession into the next stratum.

Meet the Idealists

Life experiences shape our ideals, especially for these young professionals who see challenges in the advice industry and the world — and set out to meet them. They also have words of wisdom for the next generation.

About 40 Under 40

The idea behind this inaugural InvestmentNews 40 Under 40 project was to illuminate the future of the financial advice industry by finding the top young talent in the field and sharing their stories with readers. The innovative and magnanimous people we’ve found may cause you to see your own attitudes and routines with fresh eyes, and possibly inspire you to try something new in your practice — and even your life. They’ve had that effect on me.

We could have just printed a list of top advisers according to assets under management or production, but those aren’t the only measures of success. Instead we sought nominations from the industry at large — who knows the next generation best — and asked which young colleagues exhibit the greatest accomplishment to date, contribution to the industry, leadership and promise.

From close to 1,200 impassioned nominations, the InvestmentNews editorial staff whittled the list to these 40 outstanding young people ready to take the financial advice industry into the next era.

— Christina Nelson, series/features editor


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