SHOOK Research

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

02/11/2026

With more and more businesses taking on debt, HPS Investment Partners' Purnima Puri discussed how advisors can navigate the crowded credit market, with Merrill Lynch’s Raj Sharma.

02/11/2026

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.

02/11/2026

Merrill Lynch’s Mark Thorndyke and Ameriprise Financial Services George Papadoyannis discussed how advisors building out their teams can build successful, growth-oriented teams, with TPG’s Prachi Makkar.

02/11/2026

The Great Wealth Transfer is in its early stages; J.P. Morgan’s Jessica Douieb and Christian Cram discussed how advisors should be interacting with the next generation to retain families as clients.

02/11/2026

With an average age of 55, many advisors will be retiring in the coming years, leaving large growth opportunities for younger advisors; Alluvial Private Wealth’s Lars Olson and Morgan Stanley’s Katie Hancock discuss how advisors can tackle the acquisition of books from retiring advisors, with Sanctuary Wealth’s Vince Fertitta.

02/11/2026

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.

02/10/2026

With the passage of the GENIUS Act last year, stablecoins – fiat-backed cryptocurrencies – now have a federal regulatory framework, and are becoming more attractive to investors; BNY Investment’s John Tobin and Cynthia Chamberlayne discussed how advisors can adapt to the shifting landscape.

02/10/2026

Just as clients should have a financial plan, advisors should have a succession plan; Merrill Lynch’s Dave Niehaus and Ameriprise Financial Services’ Scott Tiras discussed how advisors can ensure a smooth transition for their practice and team, with First Eagle Investments’ Robert Bruno.

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Other Financial Services in Boca Raton

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When banks say no, we say yes.

Edatapay
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Kendra J Rivers, Loan Broker - Broker # 66572
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Donald “Donny” Kent
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