Investment News special reports provide an expert-collated resource for the industry when looking for best-in-class partners and the most revered service providers.
The Special Reports also provide an opportunity to honor the top companies and individuals in the industry for their hard work and commitment to innovation. This year, Investment News will produce a comprehensive portfolio of special reports covering a plethora of topics and agendas that are top of mind for professionals and most pertinent to the industry.
Our User Guide details the entire process from the initial research stage to final publication, and also introduces the team members who work on our special reports in a variety of roles.
To view the entire schedule and participate in the surveys that are integral to revealing the trends and conversations that matter, please visit our Annual Calendar.
Celebrating the 5-Star Wealth Management Teams that deliver for clients by being dependable, long-term partners
Spotlighting the best financial planners in the US who create security and reassurance for their clients by listening and understanding
Recognizing the 5-Star RIA Firms that serve individual clients and are thriving in the face of industry challenges
Celebrating the best places to work for financial advisors in the USA that stand out for the trust, support, and care they give their teams
Honoring the 100 Top Financial Professionals in the United States who have recorded increases in AUM and client base
Celebrating the top US financial professionals at the industry's leading edge and recognizing the impact of their leadership.
Recognizing the best new technology and software solutions for investment management professionals
America's best wealth managers and advisors under 40 underline how connecting with and understanding clients is the true difference maker
Presenting the inaugural list of 5-Star RIA Firms, recognized for standards of excellence, which have delivered rising AUM and organic client growth
The inductees into the inaugural $100M Club are outstanding female advisors forging connections and changing the face of the male-dominated industry
Recognizing the fastest-growing investment managers across America who are surging ahead by embracing innovative strategies and tech and navigating volatility.
Celebrating the best independent financial advisors for the exceptional quality of service and support they provide to clients
Recognizing America's most distinguished firms delivering exceptional service and earning enduring client trust
Recognizing the best financial planners who exemplify excellence and integrity in enabling clients to achieve their financial goals
InvestmentNews presents the Top Independent High-Net-Worth Advisors from across the US
Recognizing the best places to work for financial advisors in the USA, where industry-leading supportive, inclusive, and flexible environments have been created
Recognizing the top financial advisors in the USA who have recorded growth in both AUM and client base
Recognizing the fee-only RIAs that have seen a speedy rise in AUM and clients due to forward-thinking strategies and trusted advice
