2025 Wealthies: Rising Stars of the Year

Published on September 10, 2025

These future industry leaders were honored at the 2025 Wealth Management Industry Awards in New York City.

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Lincoln International Acquires M&A Consultancy Marshberry

September 10, 2025
The Chicago-based investment bank Lincoln International will leverage Marshberry’s banking and consulting focus areas of insurance and wealth management.

Zephyr's Adjusted for Risk: Unlocking Opportunities - Options, Liquidity, and Risk Strategies

September 10, 2025
Ryan Nauman and Zed Francis discuss the increasing correlations among historically uncorrelated assets, the benefits of using separately managed accounts (SMAs) for negatively correlated strategies and the necessity of incorporating more sophisticated tools like options and derivative strategies for better liquidity and risk management.