InvestmentNews

The 2025 InvestmentNews Awards are calling for nominations! This is YOUR opportunity to be recognized as a trailblazer in wealth management. Don’t miss the chance to showcase your expertise and leadership. Nominate now and take your place among the best!: https://hubs.la/Q02ZY28b0 #INAwardsUS

🌟 Brandon Zureick, Managing Director and Portfolio Manager at Johnson Asset Management has been named to the prestigious 2024 InvestmentNews Rising Stars list! His leadership, combined with a disciplined investment approach, continues to drive long-term solutions for clients. Zureick’s contributions to the industry extend beyond portfolio management—he is also a sought-after speaker and commentator. Discover more about how Brandon Zureick is shaping the future of investment strategy at Johnson Asset Management. https://hubs.la/Q030phcr0 #johnsonassetmanagement #assetmanagement #investmentnews #risingstars

Edward Jones sees a record 1,000+ advisors earn the CFP designation in 2024, marking the second consecutive year of this milestone! This push for more skilled advisors aligns with the firm’s strategy to attract wealthier clients. https://hubs.la/Q030mdC90

Winner Spotlight: Prudential – Employer of the Year at the InvestmentNews Awards 2024! 🏆 Hear from Patrick Heinz, Head of Sales, as he shares what this recognition means for their incredible team and commitment to excellence. 🎉 Be part of the celebration next year! Nominate an outstanding professional or firm for the InvestmentNews Awards 2025 and help us honor the leaders shaping the future of wealth management. Submit nominations here: https://hubs.la/Q030fKqB0 #INAwardsUS #WealthManagement #EmployerOfTheYear #Finance

RIA M&A activity hits a record high in 2024, with 269 deals as of Dec 19! From Summit’s minority stake in Gordon Asset Management to Corient’s major acquisition of H.M. Payson, the industry is closing out the year with a flurry of transactions. https://hubs.la/Q030mhB30

The SEC marketing rule allows RIAs to use online reviews to promote services, but compliance is key. This article breaks down the essential requirements, including disclosures and restrictions, to ensure you’re on the right track. Don't miss out on this powerful tool! https://hubs.la/Q030lzJQ0

More advisors are making the move to Commonwealth Financial Network! Full Spectrum Financial Solutions and NXT Phase Financial Services, managing $495M in assets, join after years with Osaic. https://hubs.la/Q030dkrX0

New bipartisan bill seeks to simplify retirement planning! The Retirement Simplification and Clarity Act proposes easier-to-understand 401(k) options, enhanced IRS notices, and more rollover flexibility. https://hubs.la/Q030dg980

The Federal Reserve closes out 2024 with a quarter-point rate hike, setting the target range at 4.25%-4.5%. While progress on inflation continues, signs of a robust labor market and mixed economic signals present challenges for policymakers heading into the new year. https://hubs.la/Q030d2bh0

Elite advisors managing $995M at Merrill Lynch move to Raymond James in Cleveland, forming DKO Private Wealth Management. With 150+ years of experience, the team aims to deliver advanced strategies with a client-first approach. https://hubs.la/Q030dcnk0