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.
Wells Fargo adds two bank-channel recruits, UBS lands a JPMorgan Chase veteran, and a multi-family office lifts Atlas past $1B
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The Independent broker-dealer giant has had “active conversations” with the Claude maker, which is days away from its expected IPO
For Gen X clients entering life after work, answering the financial question isn't enough to solve the entire retirement equation.
Tools from Grantd, Income Lab and Healthspan Wealth aim to keep RIAs involved in clients’ biggest money decisions
Growing wealth, evolving priorities, and untapped opportunities are reshaping how women approach long-term investing.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
