Be named one of the industry’s Top Advisors

Be named one of the industry’s Top Advisors
Don’t miss the chance to be part of InvestmentNews’ first-ever showcase of Top Advisors.
OCT 12, 2023

InvestmentNews’ first Top Advisors will rank the industry’s best based on assets under management, AUM growth, and organic client growth introduced to the business over the last 12 months.

Readers are invited to share the achievements and contributions of a colleague who has made a significant impact this year. Self-nominations are welcome as well.

The Top Advisors 2024 ranking will be published in the January issue of InvestmentNews

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Osaic hit with class action over cash sweep payments

The hybrid RIA is the latest firm to face allegations that it enriched itself at customers' expense by paying unfairly low interest rates in its cash sweep programs.

LPL's Rich Steinmeier turns the page on CEO firing with eye on firm's growth
LPL's Rich Steinmeier turns the page on CEO firing with eye on firm's growth

Installed after Dan Arnold's abrupt termination, the new leader at LPL Financial is highlighting the firm's refocusing on the individual advisor.

Pershing discussing move to control portion of broker-dealers’ cash.
Pershing discussing move to control portion of broker-dealers’ cash.

The clearing and custody giant is kicking the tires on new cash sweep plan with broker-dealer clients.

LPL, Raymond James boost advisor ranks anew
LPL, Raymond James boost advisor ranks anew

LPL Financial welcomes a $345 million investment and planning team from Ameriprise as RayJay's employee advisor arm adds a seasoned Well Fargo breakaway.

SPONSORED Taylor Matthews on what's behind Farther's rapid growth

From 'no clients' to reshaping wealth management, Farther blends tech and trust to deliver family-office experience at scale.

SPONSORED Why wealth advisors should care about the future of federal tax policy

Blue Vault features expert strategies to harness for maximum client advantage.