This year’s inaugural issue of the InvestmentNews Hot List will celebrate professionals with outstanding accomplishments in and for the industry.
Nominate standout financial advisors, wealth management professionals or executives with at least 10 years of experience in the industry by filling out this nomination form. Self-nominations are also encouraged.
Submit an entry before the survey closes on Friday, Sept. 8.
The Hot List report will be featured in the December 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.
