Displaying 47 results
Young advisors face marketing struggles, finalist warns
InvestmentNews Awards 2024, Advisor of the Year (Regional - Southwest): Stephanie Tsang, North Star Resource Group.
Fee compression is a ‘real challenge’ for the industry
InvestmentNews Awards 2024, Advisor of the Year (Western region): Robert Patton, SageView Advisory Group.
‘It takes a firm to put financial plans together’
InvestmentNews Awards 2024, Advisor of the Year (Regional - Midwest): Jim Wessels, Vision Financial Group.
First generation immigrant advisor brings cultural approach to clients
InvestmentNews Awards 2024, Advisor of the Year (Regional - Southeast): Divam Mehta, Mehta Financial Group
Advisors must go beyond the numbers, finalist says
InvestmentNews Awards 2024, Advisor of the Year (Regional - Northeast): Rocco Carriero, Rocco A. Carriero Wealth Partners, Ameriprise Financial.
Putting clients first is always top priority for finalist
InvestmentNews Awards 2024, Advisor of the Year (Regional - Southwest): John Loyd, The Wealth Planner.
Be proactive and plan for the next ‘black swan’ event
InvestmentNews Awards 2024, Advisor of the Year (Regional - Northeast): Greg Guenther, GRANTvest Financial Group.
From ‘investing’ as a kid to solo practice success
InvestmentNews Awards 2024, Advisor of the Year (Regional - Southwest): Keary Castleberry, Snowden Lane Partners.
Bringing the five pillars of wealth management together
InvestmentNews Awards 2024, Advisor of the Year (Western region): Dave Alison, Alison Wealth Management and C2P Enterprises
Finalist founded her RIA at just 29 years old
InvestmentNews Awards 2024, Advisor of the Year (Regional - Southwest): Jenna Biancavilla, Pearl Capital Management
Driving growth at Merrill Lynch’s Charlotte office
InvestmentNews Awards 2024, Advisor of the Year (Regional - Southeast): James Wolf, Merrill Lynch Wealth Management.
‘Everything that I have sacrificed was worth it’
InvestmentNews Awards 2024, Advisor of the Year (Regional - Southeast): Nina O’Neal, AIM Advisors.
44 years in the industry … and no plans to retire
InvestmentNews Awards 2024, Advisor of the Year (Regional - West): Wanda Delgado, Insight Financial Advisors.
‘There’s not enough planners in this world, let alone in the United States’
InvestmentNews Awards 2024, Advisor of the Year (Midwest region): Stoy Hall, Black Mammoth.
The downside of this business? You attend a lot of funerals
InvestmentNews Awards 2024, Advisor of the Year (Midwest region): Tim Rueter, Foundation Wealth Strategies.
‘I want to be a catalyst for change’
InvestmentNews Awards 2024, Advisor of the Year (Regional - Southeast): Stanley Funches, INTELUS Wealth Management.
InvestmentNews Awards 2024 Excellence Awardees
Full rundown of all the finalists ahead of the inaugural InvestmentNews Awards on June 20.
We’re a beacon of trust in our community, finalist says
InvestmentNews Awards 2024, Advisor of the Year (Midwest region): Travis Sholin, Keystone Financial Services.
‘Assets are a tool to bring clients joy’
InvestmentNews Awards 2024, Advisor of the Year (Regional - Northeast): Lawrence (Larry) Sprung, Mitlin Financial Inc.
Past mistakes made me more effective, says finalist
InvestmentNews Awards 2024, Advisor of the Year (Regional - Southeast): Tom West, Signature Estate & Investment Advisors.
