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.
Chicago-based Mesirow Fiduciary Solutions adds flexPATH's plan-level outsourced fiduciary book, boosting its retirement market reach to $164 billion.
Also, Raymond James's employee advisor channel adds breakaways from Wells Fargo and Stifel, while UBS welcomes an ex-Morgan Stanley duo in Indiana.
It promised guaranteed principal and 10% monthly returns. The SEC says it invested nothing.
Ten years after entering the fee-based annuity market, MassMutual Ascend says nearly half its lifetime sales came in the past two years alone – but barriers remain among fee-only advisors.
Amplify, WealthReach, Zeplyn and Zocks have unveiled partnerships aimed at automating portfolio management, content creation, account opening, and client communication.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
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
