Best of the Best 2025

Published on August 27, 2025

A guide to the companies, individuals and organizations who are bringing new innovations to market that make a real difference to the daily activities of financial advisors.

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Mythbusting: Young Investor Edition

August 27, 2025
Contrary to some popular stereotypes about young investors, the kids are all right. They typically save more and invest in age-appropriate, low-cost funds at higher rates than previous generations did at the same age, all while avoiding frequent trading or excessive risk in their portfolios.

MAI Capital to Unite With UHNW-Focused Evoke Advisors

August 27, 2025
Senior executives say the deal will elevate the scope and quality of services provided to their combined clients.