InvestmentNews launches its third annual search for standout individuals who are going above and beyond in the American wealth management industry.
Whether through visionary leadership, client success, or innovative initiatives, Hot List 2025 offers an opportunity to recognize those raising the bar.
If you’ve achieved something notable in the past year – or know someone whose contributions deserve recognition – now is the time to nominate them.
Nominations should highlight accomplishments from the last 12 months, including major initiatives, industry recognition, and meaningful contributions.
Don’t miss your chance to be part of this prestigious showcase.
Submit your nomination before the survey closes on Friday, August 1.
Winners will be announced on the InvestmentNews website in November.
The quartet of deals across New York, Florida, Ohio, and New Mexico reinforces the fast-growing integrator's leading position in the independent space.
UBS and Wells Fargo have made their own additions in the Northeast, including a Massachusetts duo defecting from Commonwealth.
Goldman Sachs' new private credit fund aims to bring alternatives to 401(k) plans, joining a wave of asset managers targeting the DC market.
With 102 transactions logged in the three-month period up to June, Echelon Partners is projecting a new banner year for dealmaking across the industry.
Rajesh Markan earlier this year pleaded guilty to one count of criminal fraud related to his sale of fake investments to 10 clients totaling $2.9 million.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
