Entries for InvestmentNews’ first-ever Rising Stars are welcome until Friday, July 26.
Young financial advisors and wealth management professionals under 35 still have the time to put their names forward or nominate a colleague for this inaugural list. This marketing opportunity can heighten one’s professional standing in this ever-competitive industry.
To be recognized, complete your details via this online form.
The winners will be selected with the assistance of an independent advisory panel from Blue Ocean Global Wealth, Oakmark Funds, Kitces.com, Pioneer Wealth Management Group, Sovereign Financial Group, Inc, and Fidelity Institutional and featured on the InvestmentNews website in November.
Canadian stocks are on a roll in 2025 as the country prepares to name a new Prime Minister.
Two C-level leaders reveal the new time-saving tools they've implemented and what advisors are doing with their newly freed-up hours.
The RIA led by Merrill Lynch veteran John Thiel is helping its advisors take part in the growing trend toward fee-based annuities.
Driven by robust transaction activity amid market turbulence and increased focus on billion-dollar plus targets, Echelon Partners expects another all-time high in 2025.
The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
