Media

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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