I’m a huge “Hamilton” fan, so I don’t quote it lightly. Last week, we were notified that IN is a finalist in six categories in the 67th Annual Jesse H. Neal Awards, and I cannot overstate the sense of accomplishment — and humility — this generates in me.
Our categories are:
Neal Award recognition is an honor any year, and the volume of recognitions this year is what brought Lin-Manuel Miranda’s creation to mind.
More importantly, I’m honored to have the opportunity to represent and lead the team that put together an exceptional scope of work. This team has been resilient, creative and professional throughout the year. Each member deserves recognition, so in addition to those noted above, allow me to share their names: The editors are Paul Curcio, Sean Allocca, Susan Kelly and Liz Skinner. The journalists are Jeff Benjamin, Mark Schoeff Jr., Emile Hallez and Nicole Casperson. Our special projects manager is Brittney Grimes, our multimedia team is Stephen Lamb and Angelica Hester, and our digital designer is Ken Wilson.
They did not throw away their shot.
The alternatives giant's new unit, led by a 17-year veteran, will tap into four areas worth an estimated $60 trillion.
"It's like a soap opera," says one senior industry executive.
The latest annual survey from EBRI and Greenwald Research sheds light on anxieties around living costs, volatility, and the future of federal income support in retirement.
It's a showdown for the ages as wealth managers assess its impact on client portfolios.
The Merrill Lynch defectors expand RBC's reach in Texas while LPL bolsters its New York presence.
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.