SHOOK Research

Recognizing top financial advisors & defining the standard for quality and integrity — in partnership with @Forbes.

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With more and more businesses taking on debt, HPS Investment Partners LLC’s Purnima Puri discussed how advisors can navigate the crowded credit market, with @MerrillLynch's Raj Sharma.
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Another successful, sold out Top Teams Summit! Thank you to all our attendees and partners; together, we help promote best practices and raise professional standards in the industry.
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@MerrillLynch's Mark Thorndyke and @ameriprise's George Papadoyannis discussed how advisors building out their teams can build successful, growth-oriented teams, with @TPG’s Prachi Makkar.
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The Great Wealth Transfer is in its early stages; @jpmorgan's Jessica Douieb and Christian Cram discussed how advisors should be interacting with the next generation to retain families as clients.
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With an avg. age of 55, many FAs will be retiring in the coming years; Alluvial Private Wealth’s Lars Olson and
@MorganStanley's Katie Hancock discuss how advisors can tackle the acquisition of books from retiring FAs, with @sanctuarywp Vince Fertitta. #ForbesSHOOKTopTeams

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Congratulations to Merrill Lynch’s Connor Price and LPL Financial’s Aaron Puckett on winning this year’s SHOOK® Teams Best Idea Competition! Their ideas will be featured in a Forbes article written by RJ Shook.

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With the passage of the GENIUS Act last year, stablecoins now have a federal regulatory framework, and are becoming more attractive to investors; @BNY's John Tobin and Cynthia Chamberlayne discussed how advisors can adapt to the shifting landscape. #ForbesSHOOKTopTeams

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Just as clients should have a financial plan, advisors should have a succession plan; @MerrillLynch’s Dave Niehaus and @ameriprise’s Scott Tiras discussed how advisors can ensure a smooth transition for their practice, with First Eagle's Robert Bruno.
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[SHOOK Research @shookresearch]

As interest rates remain stable, more and more businesses are turning to private credit for lending; @PIMCO's Greg Hall discussed how private credit intends to meet the moment, with @MerrillLynch's Charles Balducci.
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[SHOOK Research @shookresearch]

With advisors and their teams looking for ways to maximize efficiency, top-ranked advisors Connor McGee of @MorganStanley and Palmer Murray of @UBS shared 5 keys to getting the most out of their teams, with @hartfordfunds’ Julie Genjac.
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As the S&P continues to hit record highs, @StateStreetIM's Michael Arone shared why they have a bullish outlook, with @MorganStanley's Eric Applewhite.
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In the current high-rate environment, private credit is becoming more attractive funding for real estate investors; Fortress’ Tim Sloan discussed how investors can provide liquidity and find new growth opportunities, with @MorganStanley's Kimberley Hatchett.
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[SHOOK Research @shookresearch]

With tech stocks driving growth in the market last year, @JHIAdvisors Denny Fish gave predictions for what to expect in the tech sector in 2026, with @ameriprise's top-ranked advisor Adam Whitesell.
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While more and more advisors are teaming up, not all teams are poised for success; R.J. Shook shared some surprising science behind how some teams succeed, while others fail.
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We’re psyched to be kicking off our fourth annual Top Teams Summit, as the nation’s top wealth management teams gather in Miami Beach to share their best ideas, hear from industry leaders, and learn how to make deeper impacts in their clients’ lives.
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Forbes | SHOOK Top Women Wealth Advisors Ranking - NOW LIVE!
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https://t.co/sSKfC1C4Kl

#forbes #shookresearch #wealthmanagement #investmentadvisor #financialadvisor #ForbesTopAdvisor #ForbesSHOOKTopAdvisor

[SHOOK Research @shookresearch]

Forbes | SHOOK Wealth Management Teams Best-In-State Ranking - NOW LIVE!
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https://t.co/lCLJmHbUJD

#forbes #SHOOKresearch #ForbesSHOOKTopAdvisor #financialservices #ranking #financialmarkets #wealthmanagement #wealthmanagementteams

[SHOOK Research @shookresearch]

J.P. Morgan Asset Management’s Ashmi Mehrotra discussed how advisors can examine and utilize private equity in the small to mid-cap space with J.P. Morgan Wealth Management’s Liz Weikes.
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Blue Owl Capital’s Logan Nicholson and Oak Hills Advisors' Eric Muller gave a deep dive into the current state of private credit with Morgan Stanley’s James Woldert.
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Emily Roland—Manulife John Hancock Investments’ Co-Chief Investment Strategist—and Anastasia Amoroso—Partners Group Chief Investment Strategist—discussed their thoughts on the current state of the financial markets with NewEdge Wealth’s Rob Sechan.
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