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.
Operational drag between an advisor signing and accounts going live is emerging as a competitive liability for wealth management firms.
Bain says companies face a "winner's paradox" as AI transformation collides with complex integrations.
Deal lifts global assets to roughly $523 billion under management.
Choice anxiety, prestige bias, and the temptation to make selections based on outsourced confidence are just some of the parallels between investing and the world of wine tasting.
Regulators found Bank of America's monitoring software had a known flaw Merrill left uncorrected for years.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
