We look for individuals who are best prepared to engage in more meaningful conversations about life while protecting against the perils posed by disability, death or job loss.

By building flexibility into your estate planning structures from the beginning, you create a framework that can adapt to ...

UBS Wealth Management USA announced that 11 financial advisers in the firm’s Baltimore and Hunt Valley offices, have been named to the Forbes/SHOOK ...

SHOOK Research, in collaboration with Forbes, released the list on April 8th, recognizing wealth advisors who meet the established selection criteria.

For five years, Working Mother has partnered with SHOOK Research to identify the top wealth advisor moms across the country. This year's list has expanded to feature 500 of the most successful ...

Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, ...

The 2021 Forbes/SHOOK Research Top Next-Gen list includes 500 rising advisors who help manage over $1 trillion in client assets. Each advisor was nominated by their firm, then vetted and ranked by ...

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 Research Best-In-State Wealth Advisors ...

Edward Jones financial adviser Cheryl Mothes of Jackson was recently named the fifth best female wealth adviser in Missouri by Forbes and SHOOK Research. Twenty-six Missourians placed on the ...