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America's Top Wealth Advisors 2021

ByJason BisnoffForbes Staff

While financial advisors and their clients plan for a return to the office, macro challenges for the wealth management industry remain. Volatility persists in the face of an uneven global recovery from Covid-19, while inflationary pressures and the specter of major overhauls to the tax code demand action. In the face of this new normal, clients, with their hundreds of billions in assets, are looking to the 250 men and women on our sixth annual Forbes/Shook Top Wealth Advisors list for guidance.

Merrill Lynch Advisor And Indian Immigrant Started With $3000 In His Pocket And Now Manages $4 Billion For Clients

ByJason BisnoffForbes Staff

Forbes Shook Wealth Advisor Directory

Vanguard Joins Morgan Stanley And Blackrock In Fight For The Next Big Thing In Investing: Direct Indexing

ByJason BisnoffForbes Staff

The Case Against Selling Equities

Assuming that you’ve remained fully invested since last year’s pandemic-driven market lows and have periodically rebalanced back to your target asset allocation, your portfolio has grown substantially over this time frame.

Aug 31, 2021

Advice Industry Works to Win Millennials As Clients

“What makes me optimistic is millennials have shown they are very open to engaging with financial advisors.”

Aug 29, 2021

Do Sports Results Move The Markets? Researchers Suspect They Do

Major sporting losses can cause markets to fall, researchers have discovered.

Aug 27, 2021

U.S. GDP Growth Could Hit A Speed Bump

While the economy has rebounded from last year’s recession, there are a number of warning signs for slower growth.

Aug 27, 2021

How Stock Market Sectors Have Fared So Far In The ETF Revolution

ETFs for S&P stocks sectors were initiated in late 1998. There are surprises in how some of the different sectors fared since then.

Aug 24, 2021

Methodology: America’s Top Wealth Advisors 2021

The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data.

Aug 24, 2021

Billion Dollar Texas-Based Advisor Is Helping Clients That Are Overexposed To Oil Amidst The Clean Energy Transition

He started in financial services working as a CPA for an Ernst & Young predecessor before joining Ameriprise Financial Services more than four decades ago.

Aug 24, 2021

Second-Generation UBS Advisor Manages $2.1 Billion For Entrepreneurs As She Grows The Business Her Father Built

When looking to move on from her time in consulting in the early aughts, Rubin decided to join her father’s business that had been around for three decades and has since been involved for two decades of her own.

Aug 24, 2021

Merrill Lynch Advisor And Indian Immigrant Started With $3000 In His Pocket And Now Manages $4 Billion For Clients

When Ash Chopra first decided he wanted to move to the United States, some members of his family were vehemently opposed preferring he stay in India and join the film industry, known as Bollywood.

Aug 24, 2021

Advisor Approaches Three Decades At Morgan Stanley After Taking Pay Cut To Join Advisor Ranks

Moriarity was enticed by friends in financial services and an interest in capital markets to go into an MBA training program and join Morgan Stanley, taking a 15% pay cut in the process. Now he is approaching his 30 year anniversary with the New York-based wirehouse.