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Top Next-Gen Wealth Advisors 2021

ByJason BisnoffForbes Staff

With anxiety over changes to the tax code mounting and market volatility looking to make a return, financial advisors are earning their keep these days. With the average age of established advisors well above 50, the next generation of wealth managers is emerging--and building expertise to help clients for decades to come. The 500 advisors honored on this list manage more than $1 trillion for clients and surely have long careers ahead of them as they look to continue to build their practices into the future.

Advisor’s Family Business Includes Building Upon Her Father’s Legacy And Working Alongside Her Husband

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

Merrill Lynch Advisor And Second Generation Immigrant Specializes In Advising International Clients

When Trikha first went looking for an internship at a local Merrill Lynch office during college, he had a run in with Former United States Treasury Secretary Donald Regan.

Sep 21, 2021

Methodology: America’s Top Next-Gen Wealth Advisors 2021

With an average tenure of over 16 years for these advisors, there's a reason millions of families are entrusting their future with this group: they have proven that they stand among the very best in wealth management.

Sep 21, 2021

Former NFL Player And Morgan Stanley Advisor Manages Billions For Clients, Including Fellow Athletes

When he was attending college at Western Michigan, Stith studied finance and after his career, which featured stints with the Buffalo Bills, Cleveland Browns and in the Canadian Football League, he went back to get his degree.

Sep 21, 2021

Theology Major And NCAA Swimming Record Holder Helps Clients Think About Purpose As UBS Advisor

After graduation, and setting NCAA swimming records, Wang transitioned to coaching before choosing a more conventional career to spend more time with his four daughters.

Sep 21, 2021

Advisor’s Family Business Includes Building Upon Her Father’s Legacy And Working Alongside Her Husband

Evans left accounting after just over a year to work for a private equity fund before being persuaded by her father, a 44-year veteran of Merrill Lynch, to join his wealth management practice.

Sep 16, 2021

Income Tax Law Changes - What Advisors Need To Know

Earlier this week the House Ways and Means Committee released 881 pages of a proposed bill that would make many changes to income, estate and gift taxes.

Sep 10, 2021

Stocks Appear To Be Breaking A Four-Day Slide

The bond market is seeing a lot of changes with the ECB’s mini-taper, a surge in corporate borrowing, and record reverse repos at the Fed. Meanwhile, SPACs are struggling to close deals due to investor redemptions.

Sep 2, 2021

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.