Media

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Top Next-Gen Wealth Advisors

By: Forbes.com

The country’s top next-gen advisors represent the future of the wealth management industry...

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Playing It Forward: Envisioning & Creating Multi-Generational Success

By: R.J. Shook | Forbes.com

“I want the people in my life to be wildly successful,” says Forbes-ranked next-generation advisor Drew Swedlund, a Senior Vice President with Merrill. To achieve this, he first plays things forward in his mind while envisioning a range of best possible outcomes. Drew then moves things forward in the real world by combining creative...

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Millennial Money Advice For New Tech Millionaires: Just Say No To Robos

By: Sarah Hansen | Forbes Staff

When Xi Qiao left home in Los Angeles to attend the University of California, Berkeley, on a full scholarship, her mother gave her just $80 in spending money to get her through her undergraduate years...

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For His Star-Studded Client Base, A Top Advisor Bets On Boring Muni Bonds

By: Jonathan Ponciano | Forbes Staff

Wells Fargo advisor Joshua Glass knows that entertainment’s full of fleeting moments, but he’s spent 18 years helping fortunes last—even if the fame doesn’t...

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UBS Advisor Aric Zamel's Secret: Funding High Net Worth Client's Pursuits And Passions

By: Asia Martin | Forbes Staff

UBS wealth advisor Aric Zamel and his four-person team are the first UBS wealth management team in Beverly Hills to be given the private wealth designation. That means clients joining the firm must have at least $1 million in investable assets compared with $500,000...

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This Millennial Advisor Caters To His Dad's One-Time Clients, Their Kids And Their Kids

By: Ashlea Ebeling | Forbes Staff

It wasn’t a given that son would follow dad into the brokerage business. Jacob “Jake” Dunn wanted to be a chef in high school. His first job, at age 12, was cleaning fish and lugging trash to a dumpster. He graduated from Cornell’s School of Hotel Administration...

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2019 Top Next-Gen Wealth Advisors Methodology

By: R.J. Shook | Contributo

When we started our Next-Gen rankings in 2017, we knew our chosen advisors represented the future of this industry...

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This JPM Advisor Takes A Traditional Approach To Battle Extremely Volatile Markets

By: Asia Martin | Forbes Staff

Elizabeth “Liz” Weikes, 37, believes part of her successful approach derives from being in one of the few practices with an all-female leadership at JP Morgan and on Wall Street...

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This Top Advisor Is An Advocate For Millennial Women

By: Sarah Hansen | Forbes Staff

Kathleen Entwistle was stay-at-home mom with an MBA, already active in the local library foundation and in her children’s sports teams, when she began teaching classes at her local YWCA to help women understand their finances...

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This Top Advisor Learned About Money In The Family Business

By: Sarah Hansen | Forbes Staff

Growing up in the tiny town of Pinnacle, North Carolina, Sheila Shaffer learned the basics of business working alongside her grandfather in his general store, which sold everything from groceries to overalls to seed fertilizer...

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Know Your Burn Rate: Simple Financial Advice From A Top Advisor

By: Asia Martin | Forbes Staff

When clients know their “burn rate” Inna Kelly says she's able to manage their money better. Regardless of what the market is doing, Kelly advises her clients to keep track of their monthly spending...

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This Chinese-American Advisor Helps Tech Founders Keep Their Newfound Wealth

By: Ashlea Ebeling | Forbes Staff

When Joanne Zhong came to Palo Alto from Shanghai with her parents on a green card at age 10 in 1989 she was the only kid in her ESL class who spoke Mandarin. She grew up speaking Shanghainese and Mandarin at home but snuck in Family Ties reruns, finally feeling...

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The 2019 Forbes Ranking Of America's Top Women Wealth Advisors: Methodology

By: R.J. Shook | Forbes.com

Forbes' rankings, developed by SHOOK Research, are the only advisor rankings with a focus on quality, including interviewing advisors by telephone and in-person.

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Forbes And SHOOK Research Raise $1 Million For Children's Cancer Research During Third-Annual Top Advisor Summit

By: Forbes.com

NEW YORK – March 14, 2019 – Forbes, in partnership with SHOOK Research, today announced that 1,000 attendees raised $1 million for Children’s Cancer Research Fund at the third-annual Top Advisor Summit, beating last year’s record by nearly $500,000. The sold-out event, which convened in Las Vegas, hosts America’s top-ranked advisors, RIA’s and industry leaders who contributed to Children’s Cancer Research Fund.

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Forbes Best-In-State Wealth Advisors Methodology 2019

By: R.J. Shook | Forbes.com

"Here's what our research has found: the very best advisors are laser focused on having a positive impact on their clients' lives," says R.J. Shook, president and founder, SHOOK Research. "They want to add meaning, help them live better lives."

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Forbes And SHOOK Research Announce List Of Top State-By-State Advisors

By: Forbes.com

NEW YORK, February 20, 2019 – Forbes, in partnership with SHOOK Research, today released the list of Best-In-State Wealth Advisors, a ranking of more than 3,400 of the nation’s top finance minds, broken down state-by-state. Unlike national SHOOK Research rankings, such as the Top Advisor and Top Women Advisor lists, the Best-In-State Wealth Advisors focuses on standout regional players in an effort to provide resources for citizens in every area of the country, especially those in smaller markets.

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Forbes and SHOOK Research Announce Third Annual Top Advisor Summit

By: Forbes.com

NEW YORK (February 8, 2019) – Forbes and SHOOK Research will host the third annual Top Advisor Summit, an unprecedented gathering of America’s preeminent wealth advisors, RIAs and industry leaders, Feb. 25-27 in Las Vegas. This sold-out event brings together the highest-ranking top advisors and industry leaders who are focused on client impact, providing high-level financial insight and discussing the future of wealth management. The audience and speakers will provide an ideal forum to discuss the key issues facing the industry and develop ideas that will help move the wealth management industry into the future.

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Investing In His Clients, His Team, And Himself

By: R.J. Shook | Forbes.com

Self-made next-gen advisor Andrew Kahner has had a keen eye for the mathematics of investing ever since business school and his subsequent stint as a Lehman Brothers bond trader. But for Andrew—who founded and leads a New York City-based UBS team with over $300 million in assets under management—a different sense of “investing” is what’s most relevant and exciting.

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