BNY Mellon’s Pershing and its affiliates provide a comprehensive network of global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody; investment, wealth and retirement solutions; technology and enterprise data management; trading services; prime brokerage and business consulting. Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of 23 offices worldwide, Pershing provides business-to-business solutions to clients representing more than 6 million investor accounts globally. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company.

American Century Investments® is a leading asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. It’s how we and our clients together Prosper With Purpose.®. Every day people are increasingly focused on investing to make the world a better place for themselves, their families, their organizations and the world at large. It is possible to live a more meaningful and impactful life and give back something that’s more valuable than money.

When you invest with us, you can also invest in the future of others and have the potential to impact the lives of millions. That’s possible because of the distinct relationship with the Stowers Institute for Medical Research, which owns more than 40% of American Century. Our dividend payments provide ongoing financial support for the Institute’s work of uncovering the causes, treatments and prevention of life-threatening diseases, like cancer.

Together we can become a powerful force for good.

Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, with headquarters in Waltham, Massachusetts, and San Diego, California. The firm supports 1,778 independent financial advisors nationwide. For more information, please visit www.commonwealth.com.

Judson Group is in the business of helping top talent and trusted employers find each other. We connect candidates we’ve gotten to know, both personally and professionally, with companies whose needs we understand inside and out. Our person to person approach, beyond resumes and algorithms, fosters more authentic, mutually beneficial working relationships. Whether you’re looking for standout talent or a career that aligns with your unique skills, each and every match is hand-selected with you in mind. As wealth management industry experts, we apply our knowledge of the marketplace to understanding your company’s specific needs. We partner with you to find talent that not only gets the job done, but shares your vision and contributes to your company culture. Someone who’s prepared to do their best work, so you can do yours. Judson Group has provided retained, priority, and contingency search services to a number of leading large, mid-sized, and small organizations nationally. Our firm specializes in Wealth Management, Banking, Finance and Accounting search needs in a variety of industries.www.judson-group.com.

YCharts is a comprehensive technology platform designed to help you make smarter investment decisions. Over 4,000 professionals leverage YCharts for quality data, powerful visualization, and advanced analytics tools — all at an affordable cost.
YCharts was built to help advisors: 1. Increase Assets Under Management. 2. Develop and Communicate Insights (to win new business and delight current clients) and 3. Monitor Markets & Macroeconomic Trends. Contact sales@ycharts.com to learn more or sign up for a free trial.

The Foundation for Financial Planning (FFP) is proud to be a strategic partner of InvestmentNews, whose partnership is instrumental in helping raise awareness of our mission to bring free, quality financial advice to people in need. FFP is the nation’s only charitable organization solely dedicated to advancing pro bono financial planning for at-risk individuals and families, including wounded veterans, domestic violence survivors, people with serious medical diagnoses, and many others. FFP has provided $7 million in grants to community-based nonprofits to support local programs; worked with partners to activate more than 20,500 volunteer financial planners; and acted as a leader and catalyst to embed a rich tradition of and commitment to pro bono across the financial planning profession. Visit FoundationForFinancialPlanning.org to learn more.