Fully endorsed by the industry, SHOOK® Research is an organization of the industry’s outstanding Wealth Advisors and industry leaders, extending across all firms. Our board includes industry leaders that drive the direction of the SHOOK program, and help to establish selection criteria and promote SHOOK’s philosophies. Our Mission within the industry is to promote best practices, highest code of ethics, integrity and professionalism. Our Mission outside the industry is to promote the value of advice, raise investor confidence, and help investors find a trusted advisor.
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REGISTRATION NOW OPEN! Join us Mar. 3-5, 2025 in South Beach for the Forbes | SHOOK Top Teams Summit. Celebrate your team's success and get ready for the future of wealth management. Register now: https://lnkd.in/e_Rt7xhE #ForbesSHOOKTopTeams #Forbes #SHOOKResearch
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PGIM Private Capital Managing Director Dianna Carr-Coletta detailed how advisors can assess opportunities in the increasingly competitive private credit space at the Forbes | SHOOK Alternatives Summit. With $330+ billion in strategies across private credit, private equity, real estate, agriculture, sustainable investing and infrastructure, PGIM offers wealth managers access to an extensive menu of private alternatives. #ForbesSHOOK Learn More: https://lnkd.in/eFt8S56Z
With many employees in Silicon Valley receiving stock compensation, Forbes-ranked Wells Fargo Advisors' Michael Riherd was looking for a unique way to explain diversification to clients to help mitigate their risks. Read Michael's Best Idea Competition-winning idea here: https://lnkd.in/erbkBWiQ
Sentiment swings can move markets in ways that benefit direct indexing investors. In this recent interview, PGIM Custom Harvest’s Robert Holderith discusses market volatility and how investors can capitalize on it to improve after-tax outcomes. Read the Q&A: https://lnkd.in/e4VqKKts
Thanks to all who donated to Susan G. Komen during this year's Top Women Advisor Summit. Together, our community raised over $500K to fund the development of a new drug therapy targeting metastatic breast cancer. #SHOOKcares https://lnkd.in/gPWHcUUD
Direct indexing continues to make major inroads among high-net-worth investors with separately managed accounts. PGIM Custom Harvest’s Brian Jacobs, CIMA® discussed the category’s growth at the recent #ForbesSHOOKTopAdvisor Summit and detailed how advisors who integrate tax-smart strategies can help clients enjoy better after-tax outcomes. Learn More: https://lnkd.in/dqSzq5nc
Forbes | SHOOK Top Wealth Management Teams—High Net Worth Ranking - NOW LIVE! #ForbesSHOOKTopTeams https://lnkd.in/eQV_K59B #forbes #SHOOKresearch #ForbesSHOOKTopAdvisor #financialservices #ranking #financialmarkets #wealthmanagement #wealthmanagementteams
Forbes | SHOOK Top Wealth Management Teams—Private Wealth Ranking - NOW LIVE! #ForbesSHOOKTopTeams https://lnkd.in/dF7jP6bh #forbes #SHOOKresearch #ForbesSHOOKTopAdvisor #financialservices #ranking #financialmarkets #wealthmanagement #wealthmanagementteams
Forbes-ranked New York Life Insurance Company FSP Lynzie Wolters focuses her practice on working exclusively with first responders. Lynzie and her sister, Crystal, took the team national in 2022, and now service over 3,200 clients. #ForbesSHOOKFSP https://lnkd.in/enVNGcMB
Forbes-ranked Ashford Advisors FSP Matt Lipscomb, CLU®, ChFC® has always had an entrepreneurial mindset, babysitting, performing odd jobs…to finding his way to eventually becoming a top-ranked Forbes FSP. #ForbesSHOOKFSP https://lnkd.in/e_Ze9G_Y