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The InvestmentNews 40 Under 40 program recognizes and celebrates up-and-comers in the financial advice industry. Each year, our editorial team reviews more than 1,000 nominations to create a list of 40 outstanding financial advisers, or industry professionals supporting advisers, who are 39 or younger. Honorees are judged on their accomplishments, contribution to the industry, leadership and promise.
Every year, WealthManagement.com surveys the landscape to find the 10 individuals whose names may be unfamiliar to you now, but who are poised to shake up the industry.