Special Program Root Tag

Attending to clients' non-financial needs helped propel Merrill Lynch advisor Dane Runia to No. 1 on the Top 40 Under 40 ranking.

Uncertainty over the euro’s future sent the Janus Henderson manager’s $2.1 billion fund plummeting nearly 3%, making a bad year even worse.

After planner Bob White helped a client on one of her darkest days, she turned to him on one of her brightest ones, too.

Having benefited from mentors throughout her career, Amy Zhang now guides other women and minorities on their paths to success.

The asset manager is expected to make the payout after it finalizes the sale of its insurance unit to Phoenix Group.

Growing up in a house full of doctors, Mihir Patel was expected to follow in his family’s footsteps. He didn’t.

Fulvio Urbinati’s book of business includes clients in Chile and Peru, the U.S. and France.

GraniteShares had yet to launch a fund when Kristen Winther joined two years ago. Now with five products on the market, it’s a “full-fledged business.”

As the first woman executive at Carson Group, Teri Shepherd made it a priority to increase the number of women advisors at the firm.

The firm’s asset management arm, along with Franklin Templeton, supplied Remington with a $100 million loan to carry it out of the Chapter 11 process.

After weathering the industry’s upheaval in the financial crisis, Adam Merino now co-leads a team serving about 35 ultrahigh-net worth families.

As FS Investments' chief U.S. economist, Lara Rhame mentors four women at the firm, meeting regularly to discuss their professional and personal goals.

Nicole Christians joined Merrill Lynch as an intern and never looked back.

As a PNC executive, Nicole Perkins looks at her position as a role model and thinks of it as "giving back or paying forward, however you look at it."

Managing risk factors while selecting the components of various maturities and ratings for these products can be a daunting task.

Keith Apton got his first taste for finance while still in college.

The cheapest 20% of funds received $949 billion of new money last year, while the rest of the industry reported outflows of $251 billion.

As head of the Fiduciary Trust’s New York division, Paulina Mejia in charge of growing the firm’s private wealth business in the region.

The fund is expected to debut in the third quarter and will use an ETF of ETFs structure.

A chance encounter in an elevator set Merrill Lynch advisor Adam Rosenfeld on a new path.