The great and good of the US wealth management profession will come together to celebrate its best in class at the inaugural InvestmentNews Awards on June 20, 2024. And to whet the appetite, we are delighted to announce this year's full list of Excellence Awardees.
The winners will be selected from the list of finalists in each category by InvestmentNews’ independent panel of expert judges.
The event will be held at the prestigious 583 Park Avenue venue in New York City and will be hosted by Kerry Barrett, Emmy-winning anchor, host and on-camera expert, who is known for helping business owners, executives and teams overcome a debilitating fear of public speaking.
"At InvestmentNews, we want to celebrate our industry in style and recognize the outstanding work done by its leading lights," says James Burton, managing editor. "What better way to do that than by bringing everyone together for a glitzy event on Park Avenue.
"The list of excellence awardees represent an outstanding collection of the industry's most dedicated, diligent, and diverse individuals and organizations. We look forward to seeing you in June."
Congratulations to all of the InvestmentNews Awards excellence awardees – the full list can be found here.
Carson is expanding one of its relationships in Florida while Lido Advisors adds an $870 million practice in Silicon Valley.
The approval of the pay proposal, which handsomely compensates its CEO and president, bolsters claims that big payouts are a must in the war to retain leadership.
Integrated Partners is adding a husband-wife tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
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.
