InvestmentNews is looking for the industry’s premier talent for the first-ever Top Advisors ranking.
Successful candidates will be evaluated based on assets under management, AUM growth, and organic client growth introduced to the business over the last 12 months.
This is an opportunity to be recognized as one of the leading advisors in the financial services industry.
All readers are encouraged to submit their entries or nominate an outstanding colleague before the deadline on Friday, Oct. 27.
The winners will be announced in the January issue of InvestmentNews.
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.
