InvestmentNews is looking for the 'Best Places to Work' for financial advisers

Guide will give employers a chance to put their best foot forward in competitive labor market. Registration ends Friday.

Sep 27, 2017 @ 1:50 pm

By Liz Skinner

InvestmentNews is looking for the "Best Places to Work" for financial advisers — a guide to help distinguish which firms around the nation are providing the culture and compensation that talented employees are seeking. The guide will be published in February 2018.

But for the "Best Places to Work" report to be a useful tool for the industry, it must include a robust catalogue of firms — and registration ends this Friday.

Advisory firms affiliated with independent broker-dealers and registered investment advisory firms can nominate themselves at

To qualify as a best place to work, advisory businesses need to have at least 15 people working at the firm and have been in business for at least one year. There's a registration form to complete now, a more detailed set of questions about firm benefits and policies to fill out next month, and eventually, employees will be asked to anonymously complete satisfaction surveys.

Advisory firms that have a supportive culture will score well and participation in this project will be a chance to highlight the firm's internal strengths that can be difficult to describe to prospects. The results will help executives of financial advice firms judge whether their efforts to create an excellent employee experience are paying off and measure how their firm stacks up to their competitors.

There is no cost to register. Firms can choose to buy employee feedback reports from the company that InvestmentNews has enlisted to help administer the process, Best Companies Group, if they want more details about how their firms compare in terms of benefits offered and employee satisfaction.


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