Here's what our research has found: the very best advisors are laser focused on having a positive impact on their clients' lives, they want to add meaning, help them live better lives. This is how we ...

Prudential Advisors’ Nadine Oliver, of Taylor, has been listed on the Forbes 2025 Top Financial Security Professionals Best-In-State list. This annual list, compiled by independent research firm SHOOK ...

Forbes contributors publish independent expert analyses and insights. My writing showcases excellence in wealth management. Forbes' rankings, developed by SHOOK Research, are the only advisor rankings ...

BEVERLY HILLS, Calif.--(BUSINESS WIRE)--Lisa Detanna, Managing Director and Private Wealth Advisor of Global Wealth Solutions Group of Raymond James, located at 9595 Wilshire Blvd., Suite 801, Beverly ...

WHITE PLAINS, N.Y.--(BUSINESS WIRE)-- UBS Wealth Management USA today announced that Lauren Konstantin, a Financial Advisor in the firm’s White Plains office has been named to the Forbes/SHOOK ...

DENVER--(BUSINESS WIRE)-- UBS Private Wealth Management today announced that Melissa Corrado-Harrison, a Private Wealth Advisor in the firm’s Downtown Denver office, has been named to the Forbes/SHOOK ...

This "About" section is provided by Sharon Oberlander. This "Community Involvement" section is provided by Sharon Oberlander. Lyric Opera of Chicago, Boys and Girls Clubs of Chicago, The Ounce, The ...

"I'm thrilled to congratulate our three advisors on earning this prestigious honor from Forbes/SHOOK," said Jim Gold, CEO of Steward Partners. "Their inclusion on this list is a testament to their ...

Good morning dealmakers, it’s Obey Martin Manayiti here with the US edition of the Wire from the New York newsroom. As private equity appetite in wealth management grows, we will start with a look at ...

LOWER MERION — For the third year in a row, Pamela Goodman, Merrill Lynch Wealth Management financial advisor, was named to the 2021 Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list.

BOSTON--(BUSINESS WIRE)--UBS Wealth Management USA announced today that two Financial Advisors in Boston, MA, Max Pecker and Sean Dillon, have been named to the Forbes/SHOOK Research Top 250 Wealth ...