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.


What do you think?

View comments

Recommended for you

Featured video


Where in the U.S. are RIAs growing the fastest?

InvestmentNews' deputy editor Robert Hordt talks to senior columnist Jeff Benjamin about his report on how registered investment advisers are faring in different regions of the country.

Latest news & opinion

With stock market in a correction, is a recession just ahead?

Some say the market is overreacting to bad news — but what if it's not?

10 tips for hiring top young advisers

Hiring is not easy and retaining good employees can be even more difficult. Here's a roadmap for bringing on new advisers and training them — and even firing them, if necessary.

Wells Fargo Advisors 2019 comp plan sees little change

But lowest-producing advisers face a pinch in pay.

8 adviser fears for 2019

Interest rates, trade wars and bear markets, oh my! Looking across the industry, here are some of the biggest concerns heading into the new year.

3 big reasons to do a Roth conversion right now

The time is ripe for many to convert a pretax IRA to a Roth.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.


Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print