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.
Salespeople at the firm often went beyond the matching algorithm to recommend network advisors on its Zoe Wealth platform, according to the regulator.
The Protect College Sports Act would cap school payments and codify NIL rights, with implications for advisors guiding young athletes.
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Bessemer and Brown Brothers Harriman veteran Robert Ludricks III and private markets specialist Olof Akesson join the ultra-high-net-worth push on the East Coast.
765 investors were promised 260% annual returns on truck leases
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Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
