Rebecca Stropoli

Pennington has been with Edward Jones since 2000. She has held such positions as financial advisor; principal, branch and region development and principal, client strategies group before being named managing partner.

Penny Pennington had worked for Edward Jones for some 17 years when she was named the managing partner in 2019.

In 2020, a year marked by deep economic crisis, Pedroso led her team to execute $16.9 billion of lending overall, up 9% from the previous year.

In the midst of the COVID-19 pandemic, Burke has taken on massive projects such as the company's headquarters transition from New York to Nashville, Tennessee.

Many of the executives selected this year say the industry’s future may lie in its sudden change to a fully virtual business model.

Which bank wealth management execs are at the top of their game, and how are they coping in the age of coronavirus?

"Asset managers need to be faster and smarter to make the right bets in a fast-changing external environment.”

Whether it's AI managing regulations or next-gen tools acting as data scientists, managers say tech will change how they work.

The SEC-approved ETF strategy protects “the intellectual alpha of active managers.”

This year’s list, like last year’s, was created through a formula encompassing AUM, production and percentage of fee-based business.

This year’s list, like last year’s, was created through a formula encompassing AUM, production and percentage of fee-based business.

The most outstanding advisors are those who do well across the board, even if they aren't the best in any one specific area.

This year’s list, like last year’s, was created through a formula encompassing AUM, production and percentage of fee-based business.

The SEC's recently passed ETF modernization rule is just one regulatory change industry leaders expect will impact asset management in the years ahead.

Submit now for Bank Investment Consultant’s annual ranking of the best of the best in bank wealth management.

Among the honors this year by NICSA are awards for operational excellence, and advances in product development and technology.

"Asset managers, like many businesses today, are being asked to do more with less," an executive says.