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.
Eliseo Prisno, a former Merrill advisor, allegedly collected unapproved fees from Filipino clients by secretly accessing their accounts at two separate brokerages.
The Harford, Connecticut-based RIA is expanding into a new market in the mid-Atlantic region while crossing another billion-dollar milestone.
The Wall Street giant's global wealth head says affluent clients are shifting away from America amid growing fallout from President Donald Trump's hardline politics.
Chief economists, advisors, and chief investment officers share their reactions to the June US employment report.
"This shouldn’t be hard to ban, but neither party will do it. So offensive to the people they serve," RIA titan Peter Mallouk said in a post that referenced Nancy Pelosi's reported stock gains.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
