Could this be your year to make the Hot List?

Could this be your year to make the Hot List?
Don't miss your chance to be honored among the industry's best.
JUL 21, 2025

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. 

Latest News

Workers are financially drowning and retirement savings is a major red flag
Workers are financially drowning and retirement savings is a major red flag

Transamerica Institute survey reveals a stark divide between employer confidence and workers' financial reality.

SEC corporate enforcement hits multi-decade low as agency refocuses on fraud
SEC corporate enforcement hits multi-decade low as agency refocuses on fraud

Just five actions were started in the first half of fiscal 2026, a new analysis finds.

Beyond the Business: Why Advisors Must Help Owners Separate Wealth from Identity
Beyond the Business: Why Advisors Must Help Owners Separate Wealth from Identity

For business owners, the company is often more than an income source. It becomes their largest asset, their retirement plan, and in many cases, part of their identity. Advisors who understand that dynamics can deliver far greater value than traditional financial planning alone

Ex-Edward Jones advisor gets three-year prison sentence for stealing from widow
Ex-Edward Jones advisor gets three-year prison sentence for stealing from widow

John S. Winslow, 57, was indicted just over a year ago for his scheme to steal from an elderly client.

Vestmark, Hamachi push AI further for advisor portfolio intelligence
Vestmark, Hamachi push AI further for advisor portfolio intelligence

Hamachi's new model portfolio partnership and an industry-first solution from Vestmark join the growing wave of AI tools for wealth managers.

SPONSORED Beyond wealth management: Why the future of advice is becoming more human

As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management

SPONSORED Durability over scale: What actually defines a great advisory firm

Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline