InvestmentNews will be ranking the industry’s leading financial advisors with its inaugural Top Advisors.
The best individuals will be ranked based on assets under management, AUM growth, and organic client growth introduced to the business over the last 12 months. All figures submitted are subject to a verification process through your compliance department.
Nominating a deserving colleague allows you to spotlight the nominee’s achievements and contributions to the industry. Self-nominations are also encouraged.
Send an entry before the survey closes on Friday, Oct. 27.
The winners will be announced in the January issue of InvestmentNews.
The experienced advisory teams join Ameriprise and Janney as the race for experienced talent continues.
Additional investment and partnership will see joint development of wealth management, brokerage and digital asset platforms.
Rising drug and outpatient costs are pushing plan members to demand more financial guidance and most insurers are falling short.
FINRA's proposed rule filing would create a new 10-day fraud delay and nearly triple the maximum hold period for exploited senior investors.
Fueled by a recent shot in the arm from private equity firm Carlyle, MAI adds a $490 million Atlanta RIA as it keeps building out its national footprint.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
