News & Awards

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Small Cap Stocks Have Been Outperforming
Barron's Article
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Barron's Best Fund Families 2023
Barron's Magazine
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How to Invest in the Future of AI
CIO Magazine
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KAR Small Cap Quality Select Strategy Named Top Performing Strategy for 2023
Pensions & Investments
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Clients Want in on Private Markets
Financial Planning Magazine
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Tom Connaghan and Spuds Powell Named 2024 “Best-in-State Wealth Advisors” by Forbes
KAR is proud to announce this achievement by Tom and Spuds
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Helping Retirees Get Their Charitable Giving Right
KAR Quoted in Financial Advisor Magazine

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KAR Awarded Top Guns Designation for 2023
Informa Financial Intelligence
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E-Commerce, Enterprise Software Positioned to Reaccelerate Growth
KAR Q&A with The Wall Street Transcript

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KAR Small Cap Growth Fund ranked #2 on Top 20 Small Cap Funds of the Decade List
Morningstar Direct
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Spuds Powell, Darnel Bentz and Dustin Gale Recognized as 2024 ‘Banking and Finance Visionaries’
LA Times B2B Publishing
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Virtus KAR Global Small-Cap Fund awarded 2024 LSEG Lipper Fund Award

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Darnel Bentz Recognized as Top Advisor by InvestmentNews
InvestmentNews celebrates 60 dynamic advisors across the country who excel at serving their clients.
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What's in Store for Fixed Income in 2024?
KAR Wealth Advisor Oren Cabir Featured in Citywire's Special Outlook
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Why Private Credit is So Darn Popular
KAR Director of Manager Research and Investment Solutions Quoted in CIO Magazine
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Weak Companies' Low-Yielding Bonds Set to Hit Maturity Wall
Andrew Grant Quoted in CIO Magazine
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2024’s Uncertain Outlook Calls for Active Management
Wealth Management 2024 Market Outlook
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How to Ensure Trusts Hold Up to IRS Scrutiny
Financial Advisor Magazine
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Preparing for the Return of the Alternative Minimum Tax
Senior Financial Planner Thomas Pontius Quoted in Financial Advisor Magazine
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Chief Market Strategist Julie Biel Quoted in The Wall Street Journal
Stocks Rise for Fourth Consecutive Week
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Helping 'Millionaires Next Door' Build Their Assets
Community Impact - Luminaries Award Finalist Dustin Gale speaks with ThinkAdvisor about how he works with wealthy clients and shares his philanthropic passion.
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KAR Wealth Advisors Ranked #8 Top RIA by Forbes
This marks the second consecutive year KAR has ranked within the Top 10.
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Assessing the Optimal Bond Market Allocation
Andrew Grant Quoted in Citywire Special Article
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2023 End of Year Tax Moves
Senior Wealth Advisor Dustin Gale Quoted in Financial Advisor Magazine
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Financial Professionals Offer Their Tips for Acing the CFP Exam
Brian Chang, CFP®, CFA Quoted in Barron's The Big Q
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KAR ranked #5 on Barron’s Top 100 Independent Advisors for 2023
Spuds Powell, Managing Director of Kayne Anderson Rudnick (KAR) Wealth Advisors, and the KAR Wealth Advisory team have ranked #5 on Barron’s Top 100 Independent Advisors list for 2023.
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Kevin O'Regan Weighs in on the Importance of Planning for the End of the TCJA.
Tax Moves to Consider Now Before 2017 Cuts Expire
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Senior Wealth Advisor Brian Chang Named 2023 40 Under 40 Honoree
Irvine Chamber of Commerce
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Rising Bond Yields, Interest-Rate Worries Drag Stocks Lower
Andrew Grant Quoted in The Wall Street Journal
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The Trade Tech is Showing Cracks
Julie Biel Quoted in The Wall Street Journal
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Kevin O'Regan Ranked on Forbes 'Top Next-Gen Wealth Advisors Best-In-State' List
Greater Boston based Senior Wealth Advisor Kevin O'Regan has been recognized on the Forbes List for 2023
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Time is One of the Most Valuable Assets When it Comes to Tax Planning
Plan Now For 2026 Tax Law Sunset, Advisors Warn
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Wealth Advisor Tyler Sterk Quoted in Financial Advisor Magazine
Clients Shouldn't Rush into Windfalls, Advisors Say
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Ranked Among America's Top RIAs
Kayne Anderson Rudnick Recognized on Financial Advisor Magazine’s 2023 “RIA Survey & Ranking”
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Andrew Grant Q&A with Private Wealth Financial Advisor Magazine
Navigating Choppy Markets Through Precision And Carefully Considered Allocations
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Sam Waltman Recognized as 'Fast Growing Advisor to Watch'
2023 AdvisorHub’s “200 Fast Growing Advisors to Watch” list
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Should You Delay Taking Social Security?
Thomas Pontius shares his thoughts on wealthy clients delaying taking social security.

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Senior Wealth Advisor Sam Waltman Stresses the Importance of Listening When Working with Couples
Harmonizing Financial Perspectives
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Are HSAs a Good Retirement Savings Tool?
HSAs Offer Untapped Retirement Benefits For Wealthy, Advisors Say
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Preparing Now for Looming Estate Tax Changes Set for 2026
Building wealth is one aspect but knowing how best to disburse it is equally important.
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KAR Senior Wealth Advisors Named Five Star Wealth Managers
The KAR team is pleased to have Curt, Dustin, Spuds and Randy named as Five Star Wealth Managers once again.
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Spuds Powell, Darnel Bentz and Dustin Gale recognized as “2023 Visionaries: Leaders in Banking and Finance”
Spuds Powell, Managing Director, Darnel Bentz, Senior Wealth Advisor and Dustin Gale, Senior Wealth Advisor were named “Leaders in Banking and Finance” by Los Angeles County Banking & Finance magazine, a publication of the LA Times, for the second consecutive year.
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Tax Changes Are Going Into Effect in 2026. How Can You Prepare Now?
Financial Planner Thomas Pontius quoted in Financial Advisor
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Preparing for the Unexpected - The Importance of Having Cash on Hand
Wealth Advisor Carina Berlin quoted in Financial Advisor Magazine
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Revenue Ruling 2023-02
IRS Rules Against A Tax Tactic For Irrevocable Grantor Trusts
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Tom Connaghan and Spuds Powell Named 2023 Best in State Wealth Advisor by Forbes
KAR is thrilled to announce this achievement by Tom and Spuds.
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Spuds Powell Ranked #3 U.S. Financial Advisor in California
Barron's 2023 Top 1200 U.S. Financial Advisors
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Bridget Costello and Dustin Gale Named 2023 Leaders of Influence by the Los Angeles Business Journal

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Grace Apuy profiled in San Francisco Business Times special edition of People on the Move
SFBT spotlights local women leaders in the Greater Bay Area business community
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KAR Awarded Top Guns Designation for 2022 by Informa Financial Intelligence
Kayne Anderson Rudnick has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers.
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Sam Waltman Quoted in Financial Advisor Magazine Article on Financial Planning for Couples
Money can often be an awkward conversation even between couples. What's a wealth advisor to do when married couples cannot agree?
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Tax-Loss Harvesting as a Year Long Practice
Thomas Pontius, Financial Planner quoted in Financial Advisor Magazine
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Spuds Powell answers 'The Big Q' in Barron's Advisor
Steve Garmhausen asks advisors to share the big mistakes they see investors make.
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Preparing for the 2026 Sunsetting of Tax Reforms
KAR Financial Planner, Thomas Pontius weighs in on preparing for the 2026 changes now.
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Avoiding a Messy Divorce
Divorces can be complicated, sometimes to the point of downright messy.
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Comparing Money Market vs. Savings Accounts
There's more than just the interest rate to consider when choosing between a money market and savings account.
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Pensions & Investments Global Outlook 2023
CIO Doug Foreman speaks on the challenging year set to follow 2022
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Thomas Pontius, Financial Planner, Quoted in Financial Advisor Magazine
How To Plan For Taxes With A Divided Congress
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WealthManagement.com 2023 Market Outlook
Senior Wealth Advisor Randy Allen calls for advisors to step up in creativity and consistency.
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Inflation Cools Again
KAR CIO Doug Foreman Quoted in Barron’s Magazine
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The Secret to Strong Organic Growth
Spuds Powell profile in Barron's Advisor
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Interest Rates Are Up, What Should You Do With Cash?
KAR Senior Wealth Advisor Dustin Gale quoted in Financial Advisor Magazine
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Will this Decade Be a Downer for the Stock Market?
KAR CIO Doug Foreman quoted in CIO Magazine.
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How to Take Advantage of Higher Tax Brackets, Deductions
Wealth Advisor Tyler Sterk Quoted in Financial Advisor
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KAR Ranked #2 on Forbes Inaugural Top RIA List 2022
Kayne Anderson Rudnick (KAR), a Los Angeles investment firm, has ranked second on Forbes Top 100 RIA Firms list for 2022.
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Senior Wealth Advisor Brian Chang Quoted in Financial Advisor Magazine
Is Financial Advising an Art or a Science?
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Investing and a Team Approach – the KAR Model
Private Wealth Article: “Yielding Sustainable Results Through High Quality Investing and Thoughtful Collaboration”
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How to Build an Emergency Savings Fund During an Era of Inflation
Senior Wealth Advisor Sam Waltman Quoted in CNBC
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Wealth Advisor Tyler Sterk Quoted in Financial Advisor
Inflation, higher interest rates, and continued market volatility are leading investors to reassess estate planning techniques to meet today’s environment.
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KAR Senior Wealth Advisors Named Orange County Visionaries
Randy Allen, Senior Wealth Advisor and Brian Chang, Senior Wealth Advisor were recently named “2022 Visionaries: Leaders in Banking and Finance” by Orange County Banking & Finance magazine, a publication of the L.A. Times.
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KAR Ranked as Barron’s Top Independent Advisor For 2022
Spuds Powell, Managing Director of Kayne Anderson Rudnick (KAR) Wealth Advisors, and the KAR Wealth Advisory team have ranked first on Barron’s Top 100 Independent Advisors list for 2022.
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Asia Faces Continued Pressure on Riskier Assets

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Emerging Markets Small Cap Portfolio Manager Hyung Kim Speaks with Barron’s on How an EM Fund Stays on Top
Taking a long-term view on emerging market economies
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Wealth Advisor Tyler Sterk Quoted in Financial Advisor
The carried interest provision lived to see another day as Senate Democrats moved to remove a provision that would have narrowed the preferential tax treatment on the share of profits earned by private equity partners or hedge fund managers.
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The Case for Quality in Times of Turbulence
In a recent WealthManagement.com byline, Senior Wealth Advisor Sam Waltman, CFA discusses how to navigate stock market volatility and inflation as we forge ahead into the second half of 2022.
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Facing Unplanned Financial Needs
Senior Wealth Advisor Dustin Gale weighs in on your options for accessing emergency cash.
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Is Cash Really King in Tumultuous Markets?
Senior Wealth Advisor Brian Chang discusses behavioral finance’s role in volatile markets in his recent byline in Rethinking65.
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KAR SF Office Ranks #5 Largest Wealth Management Firm in the Bay Area
The San Francisco Business Times ranks KAR No. 5 on its annual listing of the largest wealth management firms in the Bay Area.
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Is it a Good Time for a Roth IRA Conversion?
Senior Wealth Advisor Kevin O’Regan quoted in the Wall Street Journal
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KAR Named to Financial Advisor Magazine’s 2022 “RIA Survey & Ranking” List
Kayne Anderson Rudnick has ranked 10th overall on Financial Advisor Magazine’s “RIA Survey & Ranking” list for 2022.
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A Long-Standing Culture of Diversity and Inclusion - a special WealthBriefing report on KAR’s corporate social responsibility program
Jeannine Vanian, COO, talks about KAR’s CSR Program and the firm’s long fostered culture of diversity and inclusion.
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A Time to Stress About a Bear Market?
Senior Wealth Advisor Spuds Powell speaks on a possible bear market in recent LA Business Journal article
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Working With Financially Independent Widows
KAR Managing Director Spuds Powell discusses his work with financially independent widows and how helping them feel comfortable & confident comes down to the ability to earn their trust.
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Brian Chang Named as ‘40 Under 40’ Honoree by InvestmentNews
Brian Chang, Senior Wealth Advisor for Kayne Anderson Rudnick, has been recognized in the 2022 InvestmentNews class of 40 Under 40. Selected by a team of reporters and editors out of hundreds of online nominations, these individuals consist of financial advisors and wealth managers and young professionals from the asset management and academic industries who have assembled an impressive list of achievements and goals before turning 40.
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Navigating the Hurdles of Cash Windfalls
San Francisco Bay Area based Senior Wealth Advisor Tom Connaghan shares his insights with Think Advisor on the unexpected challenges significant wealth creation can pose.
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KAR Senior Wealth Advisors Named Five Star Wealth Managers
The KAR team is pleased to have Curt, Dustin, Spuds and Randy named as Five Star Wealth Managers once again.
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KAR Awarded Best CSR (Corporate Social Responsibility) Programme – Americas Region
The firm joins the growing ranks of the global wealth management industry which recognizes the importance of promoting the highest standards of ethical and sustainable behaviors.
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Consumer Subscription Psychology Changing
Reuters Column: 'Peak subscription' a red flag for U.S. economy and markets
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ThinkAdvisor Article: A Brief History of Economic Cycles
Brian Chang Quoted in ThinkAdvisor Article: A Brief History of Economic Crises, Crashes and Recoveries
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7 Tips for Tax Loss Harvesting
Now may be a good time to consider tax loss harvesting strategies
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KAR Senior Wealth Advisors Named 2022 Leaders of Influence
Kayne Anderson Rudnick (KAR) is proud to announce that Spuds Powell, Managing Director, and Darnel Bentz, Senior Wealth Advisor, were recently named “Leaders of Influence: Wealth Managers” by Los Angeles Business Journal.
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Merits in Munis Report
In Citywire’s March Due Diligence report, Kim Friedricks, Managing Director, Fixed Income shares her insights on volatility in the US treasury market.
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Spuds Powell and Tom Connaghan Recognized by Forbes as Best-in-State for 5th Year in a Row
KAR is proud to announce that Spuds Powell, Managing Director, and Tom Connaghan, Senior Wealth Advisor, have both been recognized on the Forbes 2022 Best-in-State Wealth Advisors list. Spuds was recognized at No. 4 in Los Angeles for high-net-worth clients and Tom was recognized at No. 6 for high-net-worth clients in San Francisco.
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KAR Senior Wealth Advisors Recognized as 2022 Visionaries by L.A. Times B2B Publishing
Los Angeles - KAR is proud to announce that Spuds Powell, Managing Director; Darnel Bentz, Senior Wealth Advisor; and Dustin Gale, Senior Wealth Advisor were recently named “2022 Visionaries: Leaders in Banking and Finance” by Los Angeles County Banking & Finance magazine, a publication of the L.A. Times B2B Publishing.
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KAR Selected as Finalist for Multi-Family Office ($5bn to $15bn AUM)
KAR has been selected as a finalist in the Multi-Family Office ($5bn to $15bn AUM) category at the Family Wealth Report Awards 2022 program.
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What are the Most Popular Perks of Working for Kayne Anderson Rudnick?
Besides working with awesome colleagues, KAR’s work perks help keep employees motivated and happy.
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KAR Awarded Top Guns Designation by Informa Financial Intelligence
Kayne Anderson Rudnick has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers.
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KAR awarded Best Firm Culture at 2022 PAM Awards
Kayne Anderson Rudnick was honored with the Best Firm Culture: Large Firms award at this year’s Private Asset Management (PAM) Awards on February 17.
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Emerging Markets Could Be a Smart Play
Portfolio Manager Hyung Kim quoted in Institutional Investor
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ThinkAdvisor Industry Spotlight on Spuds Powell
This Top-Ranked Advisor Has Never Been Fired by a Widowed Client
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Emerging Markets Are Poised to Have a Breakout Year
This article is part of Fortune’s quarterly investment guide for Q1 2022
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Gifts of Equity Considerations
People who plan to sell their home to family at a discount typically do it out of generosity but may overlook potential tax consequences.
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A Time to Cut Anchors, Rethink Allocations
Senior Wealth Advisor Brian Chang shares his market outlook for 2022 in his WealthManagement.com article addressing the biases that may be anchoring investors as we start a new year. 
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When Your Married Clients Can't Agree on Retirement Planning
When it comes to money matters such as retirement planning couples may differ in their priorities and risk tolerance.  Dustin Gale weighed in on how he advises couples who don’t always see eye to eye on their monetary decisions. 
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Dustin Gale, Senior Wealth Advisor, quoted in Barron’s Advisor
HSAs Are Unappreciated and Underutilized.
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The Unique Challenges of Advising Chinese Clients
“It makes sense that different cultures invest differently. But why might some Chinese investors, as Chang said, ‘prefer real estate over stocks’?”
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What is a Behavioral Finance Advisor?
Senior Wealth Advisor Brian Chang weighs in on how behavioral finance considerations provide an added layer of client service
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Kayne Anderson Rudnick Ranked in Top 10 Among Barron’s Top 100 Independent Advisors For 2021
Spuds Powell, Managing Director of Kayne Anderson Rudnick (KAR) Wealth Advisors, and the KAR Wealth Advisory team have ranked among Barron’s Top 100 Independent Advisors for 2021.
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Secrets of Great Listeners
Bridget Costello, CFP® Wealth Advisor, recently spoke with Investor’s Business Daily regarding how she is able to connect with clients through their conversations.
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Julie Biel Quoted in Reuters
Column: Markets flash amber as they enter '2nd stage of interest rate grief'
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Stopping New Retirees From Making Bad Decisions
SF based advisor Grace Apuy shares her thoughts for new retirees in her recent Rethinking65 article
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Spuds Powell Ranked on Forbes 2021 “America’s Top Wealth Advisors” List
Spuds Powell, Managing Director for Kayne Anderson Rudnick Wealth Advisors, has ranked on Forbes “America’s Top Wealth Advisors” list for 2021. Powell and his team have been ranked among the top 100 on Forbes “America’s Top Wealth Advisors” list for the third consecutive year.
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How Do You Persuade Tax-Averse Clients to Rebalance?
‘The clients look at me like I have four heads, and I point out that the alternative would have been to have generated no returns on their investments.’ – S. Powell
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Surviving Spouses Pose Tricky Relationships for Advisors
“Losing a spouse unexpectedly is every significant other’s worst nightmare. One minute you’re happily married, the next you’re emotionally and financially independent.” S. Powell
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Spuds Powell quoted in Forbes
Wealth Managers And Their Clients Wait Nervously For The Tax Hikes That Will Finances Democrats’ $3.5 Trillion Spending Plan
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The Wall Street Transcript Interviews Hyung Kim on KAR’s International and Emerging Markets Small Cap Strategies
Profiting from Inefficiencies in International and Emerging Markets Small Caps
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LA Business Journal Ranks KAR Among the Largest Money Management Firms
KAR jumped 13 spots to the No.15 largest money management firm in Los Angeles as ranked by the Los Angeles Business Journal.


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Spuds Powell's Citywire Profile
In his recent Citywire profile, Spuds Powell, Managing Director, details how he steps in immediately as his client’s confidant, advocating for their best interests and driving discussions with their remaining team of financial professionals such as insurance agents, attorneys, accountants, etc.
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The Wall Street Transcript Interviews Chris Wright on KAR’s Long-Short Strategy
Chris Wright, Portfolio Manager and Senior Research Analyst, discusses KAR’s Long-Short strategy, which focuses on high-quality businesses held long term, how the outdoor advertising and sales tax software industries have fared during the pandemic, and his insights on the reopening of the economy.
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Equity Markets Today: Insights from Quantitative and Fundamental Perspectives
Students, alumni and the professional finance community gathered virtually for the Fink Investing Conference held by UCLA Anderson School of Business to discuss markets and emerging trends.
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KAR Received The PSN Top Guns Manager of The Decade Recognition

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KAR CIO Doug Foreman Quoted in Reuters
KAR CIO Doug Foreman was quoted in Reuters in an article titled “Analysis: As small-cap stocks lag, Wall Street worries about broad slowdown”.
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San Francisco Business Times Ranks KAR Among the Largest Wealth Management Firms in the Bay Area
The San Francisco Business Times ranks KAR #11 on its annual listing of the largest wealth management firms in the Bay Area.
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Thomas Connaghan Ranked on Forbes “Best-in-State Wealth Advisors” List for California
Connaghan recognized under San Francisco’s ‘High Net Worth’ designation
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KAR's Chris Armbruster Quoted in CIO Magazine
Chris Armbruster was quoted in a recent article in CIO Magazine in an article titled “Index-Besotted Institutions Miss Out on Good Deal: Stock Pickers.” The article discusses passive vs. active and the benefits of active management.
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