The esteemed author Helen Keller once said, “Alone we can do so little; together we can do so much.”
InvestmentNews celebrates the leading financial firms extending their hands and working with financial advisors nationwide.
The Fastest-Growing Employers of 2024 is a collective of firms across the US attracting advisors with their range of services and outstanding expertise. On the other side, advisors get the chance to tap into an impressive depth of resources to drive them on to new levels. It’s a relationship that combines synergy, strategy, and economies of scale.
This year’s list of prominent industry players includes Commonwealth Financial Network and Portside Wealth Group. The awardees are making a lasting connection, crafting blueprints for success, and ensuring longevity to attract advisors and race to the top.
Click here to meet the firms growing fast and steady in America’s financial landscape.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
