June 17, 2019
December 18, 2017
InvestmentNews honors 20 visionaries — two icons and 18 innovators — who are lifting the financial advice profession to new heights.
November 20, 2017
Introducing 20 female financial advisers and industry executives who are distinguished leaders, advancing the business of providing advice through their creativity and hard work.
June 19, 2017
Introducing 40 young leaders in financial advice. Learn how their passions are driving their success and fueling the future of the industry at large.
December 19, 2016
Meet 20 visionaries — two icons and 18 innovators — who have transformed the financial advice profession.
November 21, 2016
InvestmentNews is honoring female financial advisers and industry executives who are distinguished leaders at their firms.
June 27, 2016
Meet 40 young leaders in the financial advice industry, and learn how the power of their personalities helps them succeed.
November 23, 2015
InvestmentNews' inaugural list honoring 20 female advisers, executives who are elevating the advice industry.
June 22, 2015
Meet 40 financial professionals who are taking the advice business to the next level.
- Alternative Investments
- Bonds / Fixed Income
- Client Prospecting
- Client Servicing
- Defined Benefit Plans
- Defined Contribution Plans
- Health Care
- Individual Retirement Accounts (IRAs)
- Independent Broker Dealers