For six years, InvestmentNews has tracked the Best Places to Work for Financial Advisors, highlighting the industry’s top employers and how they foster winning workplace cultures.
The deadline to be considered for this unique recognition in 2024 is Friday, Sept. 29. To register your firm, complete this form.
Only a simple registration is required at this time. The winners will be determined through employer and employee surveys over the coming months. Whether or not they win, participating firms have the opportunity to gain valuable feedback from their employees.
All firms with at least 15 employees and one full year of operation are eligible to apply.
The winners will be announced in a special report in 2024.
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.
